Danny Lau Campaign Monitor 2022

Lets talk Danny Lau Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Danny Lau Campaign Monitor

the technical aspects of the integration software our partnership with project screens 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 demonstration today and addressing your concerns excellent thanks Ross and state a few more participants have just shown up 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 couple of minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a little bit about you people are a fast survey so I’m just going to launch that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can really see the responses can be found in thick and quick we’re getting a little bit of 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 alright appear like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like okay yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are just seeking to know more and yeah someone aiming to link so yeah that’s actually informative which really helps us ensure we kind of tailor this to the right 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 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 primary email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and measure the outcomes instantly syncing your information between these 2 powerful apps means that you’re always dealing with the most recent and most precise data nor from within your Salesforce organization great thanks employer therefore just 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? Danny Lau Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction 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 responding to some concerns that you sent in when you registered 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 in that 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 actually look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said 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 do not have the combination set up just yet this is a terrific summary of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your e-mail 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 demo please do include your questions in on the Q&A panel so we’re going to switch 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 elements 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 out on any of the action do not fret we’re tape-recording this webinar so we’ll the leading 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 view this in your Danny Lau Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demo similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely know our necessary professional business group and limitless our integration works at all but the vital addition it’s also where self was classic and the more recent lightening 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send out email marketing campaigns in just a few minutes there are also numerous other benefits to keeping your information constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also offer a couple of ideas on how to evaluate securely and lastly how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really eager 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 merely called campaign monitor I’m seeing this as an admin however if you have various 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 upgrade your consents 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the additional actions of logging in frequently or working throughout multiple web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Danny Lau Campaign Monitor