Distribute Codes In Campaign Monitor 2022

Lets talk Distribute Codes In 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 may not know totally about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Distribute Codes In Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions great thanks Ross and say a few more participants have actually simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still learning 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 many people on the webinar can truly see the responses coming in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well practically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like okay yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already utilizing the port so that’s really fantastic to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah somebody looking to connect so yeah that’s really insightful which truly helps us make sure we sort 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 utilizing cm4 SF the connector is called we should take a few moments to tell you a little 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 extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email projects and measure the results instantly syncing your information between these 2 powerful apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization terrific thanks employer therefore simply sailor to enter into a 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? Distribute Codes In Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your question will be covered because Q&A session but so as we get through 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 add in your question thank you therefore something we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination installed just yet this is a fantastic overview of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already 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 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 taped by Ross earlier which’s the getting going 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 third simply on the 15 minutes so and if you do miss out on any of the action don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Distribute Codes In Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we start the demonstration similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our important expert enterprise group and unlimited our combination operates at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a thorough demo of everything that you can do it will show you how you can get your service app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are likewise lots of other benefits to keeping your information consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify recipients and send out an email project and view results we’ll likewise supply a couple of ideas on how to evaluate safely and finally 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’ve simply connected to campaign monitor we’re actually eager to sync our information then send our an e-mail 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 various permissions from me you might just have the ability to see campaign monitor if your gain access to differs 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 structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting regularly or working throughout numerous browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Distribute Codes In Campaign Monitor