Delivra Campaign Monitor 2022

Lets talk Delivra Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Delivra Campaign Monitor

the technical aspects of the combination software application our collaboration with project screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know 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 the number of of you people out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous individuals on the webinar can really see the answers being available in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well practically everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like okay yeah I believe 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 using the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are just seeking to know more and yeah somebody looking to link so yeah that’s really informative and that truly assists us ensure we type 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 should take a few minutes to tell you a bit more about what it is I think 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 easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email projects and measure the results instantly syncing your data in between these 2 powerful apps suggests that you’re constantly working with the latest and most accurate information nor from within your Salesforce company great thanks boss therefore just sailor to go 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? Delivra Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns 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 make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration 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 do not have the integration set up right now this is a terrific introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however 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 demo now which has actually been recorded by Ross earlier which’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 simply 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 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 more once we’ve done that so it’ll be in your inbox so you can return and see this in your Delivra Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we kick off 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 offered as you will most likely know our necessary professional business group and unlimited our combination works at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo 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 show you how basic it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send e-mail marketing campaigns in just a few minutes there are also many other advantages to keeping your data constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a couple of tips on how to test 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 connected to campaign monitor we’re really keen 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might 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 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 precisely the same as if you logged into the account directly by means of campaign monitor comm however without the additional actions of visiting often or working across numerous internet 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 Delivra Campaign Monitor