Create Campaign Based On Previous Edm Campaign Monitor 2022

Lets talk Create Campaign Based On Previous Edm Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know entirely about project well till all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Create Campaign Based On Previous Edm Campaign Monitor

the technical elements of the integration software application our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many individuals on the webinar can truly see the answers being available in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well pretty much everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly excellent to see yeah and a little bit of a curiosity going on so some people are simply aiming to know more and yeah somebody seeking to link so yeah that’s really informative which actually assists us ensure we type of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we must take a couple of moments to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send e-mail campaigns and measure the outcomes automatically syncing your data between these 2 powerful apps indicates that you’re constantly working with the current and most accurate information nor from within your Salesforce organization excellent thanks boss therefore just sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Create Campaign Based On Previous Edm Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demo is the initial admin and the real installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed right now this is a terrific introduction of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not fret we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Create Campaign Based On Previous Edm Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we start the demo just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our essential expert business group and endless our integration operates at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send email marketing projects in simply a couple of minutes there are also numerous other advantages to keeping your data consistent in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise provide a few pointers on how to evaluate safely and finally how to contact the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm however without the additional actions of visiting regularly or working throughout numerous web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Create Campaign Based On Previous Edm Campaign Monitor