Elementor Campaign Monitor 2022

Lets talk Elementor Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Elementor Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a few more participants have actually just arrived so yeah you’re simply in the nick of 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 couple of information about ourselves we ‘d enjoy to understand a bit about you men are a quick survey 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 customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of individuals on the webinar can truly see the responses 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 feel free to vote alright looks like well practically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like okay yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah someone wanting to link so yeah that’s truly insightful and that actually assists us make sure we type 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 connector is called we ought to take a few minutes 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 mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send e-mail campaigns and determine the results instantly syncing your information in between these two powerful apps indicates that you’re always working with the latest and most accurate data nor from within your Salesforce organization terrific thanks employer and so just sailor to go 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? Elementor Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may 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 question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the actual setup and the preliminary admin 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 just a moment even if you don’t have actually the integration set up just yet this is an excellent summary of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 demo 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 started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action don’t fret 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 more once we’ve done that so it’ll be in your inbox so you can return and see this in your Elementor Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our vital expert business group and endless our integration operates at all but the important addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 show you how basic it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected 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 demonstration of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing projects in just a few minutes there are also lots of other benefits to keeping your information 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 create 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 information synced for a particular time create an email project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to evaluate safely and finally how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly keen to sync our data 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions 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 exactly the like if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting frequently or working throughout multiple web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Elementor Campaign Monitor