Elementor Campaign Monitor Integration 2022

Lets talk Elementor Campaign Monitor Integration…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well till all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Elementor Campaign Monitor Integration

the technical aspects of the combination software our partnership with campaign monitors is over ten 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 concerns terrific thanks Ross and state a few more participants have actually simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know 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 how many of you people out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have numerous individuals on the webinar can truly see the answers coming in thick and quickly we’re getting a little bit of a trend 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 fine appear like well practically 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 few minutes time and see what those outcomes appear like fine yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are currently using the connector so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah somebody seeking to connect so yeah that’s really informative and that really helps us make sure we kind 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 utilizing cm4 SF the port is called we ought to take a couple of moments to inform you a little 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 top e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail projects and determine the outcomes automatically syncing your information between these two effective apps indicates that you’re constantly working with the latest and most precise data nor from within your Salesforce company fantastic thanks boss therefore simply sailor to go into a bit more detail 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? Elementor Campaign Monitor Integration

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you registered so we’ll have those up on screen too 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 but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said 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 do not have the integration installed just yet this is a fantastic introduction of key 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 simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’s the beginning 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 simply on the 3rd just 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Elementor Campaign Monitor Integration

 

own time and make certain you’ve got all the knowings and before we kick off the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our vital expert business group and unrestricted our combination operates at all but the important addition it’s also where self was classic and the more recent lightening user 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 demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in simply a couple of minutes there are likewise lots of other advantages to keeping your data consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define recipients and send an email campaign and view results we’ll also provide a few ideas on how to check safely and lastly how to contact the Beaufort 12 support team must 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 truly eager to sync our information then send our an e-mail campaign 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 different permissions from me you may just be able to see campaign monitor if your access 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 e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working across several browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Elementor Campaign Monitor Integration