Edit A Campaign That Was Sent Incampaign Monitor 2022

Lets talk Edit A Campaign That Was Sent Incampaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Edit A Campaign That Was Sent Incampaign Monitor

the technical elements of the integration software application our partnership with campaign screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more participants have actually simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a little bit about you guys are a quick survey 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 customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many people on the webinar can actually see the answers being available in thick and quickly 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 okay appear like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like all right yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah somebody looking to connect so yeah that’s truly informative which truly helps us make sure 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 port is called we should take a couple of moments to inform you a little 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 top e-mail marketing at for Salesforce largely due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail projects and determine the results automatically syncing your information in between these 2 effective apps means that you’re always working with the current and most precise information nor from within your Salesforce organization fantastic thanks boss therefore just sailor to enter into a 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? Edit A Campaign That Was Sent Incampaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an overview 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 questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered because Q&A session however so as we get 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 include your question thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever assist page that covers this initial action 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 an excellent overview of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on 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 concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the getting started 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 any of the action do not worry we’re recording this webinar so we’ll the leading 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 be in your inbox so you can come back and see this in your Edit A Campaign That Was Sent Incampaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our essential expert business group and unrestricted our integration operates at all but the vital addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector 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 an e-mail project with campaign monitor using existing customer information 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 campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing projects in just a few minutes there are also lots of other advantages to keeping your data constant in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise provide a couple of ideas on how to evaluate securely and finally how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually keen to sync our information then send our an email campaign using 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may only be able 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple web browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Edit A Campaign That Was Sent Incampaign Monitor