Dynamics 365 Integration With Campaign Monitor 2022

Lets talk Dynamics 365 Integration With Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Dynamics 365 Integration With Campaign Monitor

the technical elements of the integration software application our collaboration with project displays is over 10 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 concerns great thanks Ross and say a few more individuals have simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have numerous individuals on the webinar can actually see the answers coming in thick and quick we’re getting a 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 appear like well pretty much everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah somebody looking to connect so yeah that’s really informative which actually helps us ensure 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 using cm4 SF the connector is called we must take a couple of moments to tell you a 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 number one email marketing at for Salesforce largely due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail campaigns and measure the outcomes automatically syncing your data in between these 2 powerful apps means that you’re always working with the current and most precise information nor from within your Salesforce organization terrific thanks employer 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? Dynamics 365 Integration With Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the real installation setup with the integration that said we do ever help page that covers this preliminary action 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 great overview of essential functions and finest practice for connecting 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 methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t fret 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 have actually done that so it’ll remain in your inbox so you can return and view this in your Dynamics 365 Integration With Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we begin the demonstration similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and endless our combination operates at all but the vital addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects reports and list views we’ll be using 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 top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email 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 prepared to send out e-mail marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your data 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise offer a couple of ideas on how to evaluate securely and lastly how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you might just be able to see campaign monitor if your access differs 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 email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting frequently or working throughout several internet browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Dynamics 365 Integration With Campaign Monitor