Customize Campaign Monitor Agency 2022

Lets talk Customize Campaign Monitor Agency…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Customize Campaign Monitor Agency

the technical elements of the combination software our collaboration with project monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns great thanks Ross and say a couple of more participants have actually just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment 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 simply going to launch that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have so many individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little bit of 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 alright looks like well basically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like alright yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the port so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody aiming to link so yeah that’s actually insightful and that truly assists us make certain 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 utilizing cm4 SF the adapter is called we ought to take a few moments to inform you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and measure the results immediately syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the current and most precise information nor from within your Salesforce company terrific thanks boss therefore simply sailor to enter into a little 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? Customize Campaign Monitor Agency

you know lasts about 15 minutes we’re also going to offer you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have 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 and so something we won’t be covering in today’s demo is the initial admin and the real installation setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up right now this is a fantastic overview of crucial features 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 learn about a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’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 don’t worry we’re taping 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 two once we’ve done that so it’ll be in your inbox so you can return and view this in your Customize Campaign Monitor Agency

 

own time and ensure you have actually got all the learnings and prior to we begin the demo much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our vital professional business group and unlimited our combination operates at all but the vital addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of 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 connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail campaign in campaign monitor and define receivers and send out an email project and view results we’ll likewise provide a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re really eager to sync our information then send our an e-mail 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 but if you have different permissions from me you might just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 straight by means of campaign monitor comm but without the extra actions of logging in frequently or working throughout numerous web browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Customize Campaign Monitor Agency