Data Id Campaign Monitor 2022

Lets talk Data Id Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer 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 getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Data Id Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and say a couple of more participants have just gotten here so yeah you’re simply just in 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 couple of details about ourselves we ‘d enjoy to understand a little bit about you guys 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 men 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 great to have many people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little a trend but 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 looks like well pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like okay yeah I believe that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s actually terrific to see yeah and a little bit of an interest going on so some people are just wanting to know more and yeah somebody looking to connect so yeah that’s really informative and that truly helps us ensure we type of tailor this to the right 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 adapter is called we must 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 e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail projects and measure the results automatically syncing your information in between these two effective apps means that you’re constantly working with the latest and most accurate information nor from within your Salesforce company fantastic 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 demonstration which is

What is a good open rate for email 2020? Data Id Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might 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 got a question that isn’t covered please do really 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 demonstration is the preliminary admin and the actual setup setup with the combination that stated we do ever help page that covers this initial 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 a terrific overview of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects 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 don’t fret we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Data Id Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we kick off the demo just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our essential professional enterprise group and limitless our integration works at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 top 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 demonstration our objective will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send out email marketing projects in simply a couple of minutes there are likewise numerous other benefits to keeping your data consistent between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise provide a couple of ideas on how to check safely and lastly how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but 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 upgrade your authorizations 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 visit and use 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 steps of logging in often or working throughout multiple internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Data Id Campaign Monitor