Custom Dynamic Fields Campaign Monitor 2022

Lets talk Custom Dynamic Fields 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 campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Custom Dynamic Fields Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a few more participants have actually just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering 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 like to know a bit about you men are a quick poll so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have many people on the webinar can truly see the answers coming in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like alright yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are just seeking to know more and yeah somebody seeking to connect so yeah that’s truly insightful and that really assists us make certain we kind of tailor this to the ideal 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 connector is called we need to take a couple of moments to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email campaigns and determine the results immediately syncing your data in between these two effective apps indicates that you’re always dealing with the current and most precise data nor from within your Salesforce company terrific thanks manager and so just 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? Custom Dynamic Fields Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 really got two slides worth of those so you might discover that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up right now this is a terrific introduction of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry 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 two once we’ve done that so it’ll be in your inbox so you can return and view this in your Custom Dynamic Fields Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we start the demo similar to to say a couple of 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 vital expert enterprise group and limitless our combination works at all but the necessary addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns 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 port by Beaufort 12 is a number one email 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 goal will be to send an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing campaigns in just a few minutes there are also many other advantages to keeping your information constant in between your serum and e-mail 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 utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise offer a few tips on how to test securely and lastly how to contact the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly eager to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different permissions 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority 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 via campaign monitor comm however without the extra actions of logging in often or working across several web browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Custom Dynamic Fields Campaign Monitor