Crm And Campaign Monitor 2022

Lets talk Crm And Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Crm And Campaign Monitor

the technical aspects of the integration software our collaboration with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions great thanks Ross and say a few more individuals have simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the answers coming in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I think that’s basically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually great to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah someone seeking to connect so yeah that’s truly informative which truly assists us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a few moments to inform you a little 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 primary e-mail marketing at for Salesforce largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and determine the outcomes instantly syncing your data in between these 2 effective apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce company fantastic thanks manager therefore simply sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Crm And Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might find that your concern will be covered because 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 demonstration is the initial admin and the actual setup 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 minute even if you don’t have actually the integration installed just yet this is an excellent introduction of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs 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 demo now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not worry we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Crm And Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we start the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our important expert enterprise group and unrestricted our integration operates at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your service app syncing and prepared to send email marketing campaigns in just a few minutes there are likewise 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send an email project and view results we’ll likewise supply a couple of suggestions on how to check safely and finally how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really eager to sync our information then send our an email campaign using 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 simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only be able 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 most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of visiting regularly or working throughout several browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Crm And Campaign Monitor