Createsend.Com Campaign Monitor 2022

Lets talk Createsend.Com Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Createsend.Com Campaign Monitor

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns fantastic thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a little bit about you people are a fast poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many people on the webinar can actually see the responses coming in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently using the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are just seeking to understand more and yeah someone wanting to connect so yeah that’s really informative and that truly assists us ensure we kind 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 using cm4 SF the adapter is called we should take a few moments to tell you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and measure the results immediately syncing your information between these 2 effective apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization fantastic thanks employer therefore simply sailor to enter into a little bit more detail 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? Createsend.Com Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination set up right now this is a terrific introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Createsend.Com Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we kick off the demo much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional enterprise group and unlimited our integration operates at all but the important addition it’s likewise 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 regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing projects in just a couple of minutes there are likewise numerous other benefits to keeping your data constant 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also supply a few pointers on how to test securely and finally how to call the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re actually keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of visiting often or working across several web browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Createsend.Com Campaign Monitor