Email Automation Campaign Monitor 2022

Lets talk Email Automation Campaign Monitor…Hi everybody and thank you so much for joining us today on learn 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 campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Email Automation Campaign Monitor

the technical elements of the integration software application our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a couple of more participants have actually just arrived so yeah you’re just 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 however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a bit about you men are a fast poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys 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 great to have a lot of individuals on the webinar can truly see the answers can be found 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 anonymous so please do feel free to vote okay looks like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the connector so that’s truly terrific to see yeah and a little bit of an interest going on so some people are simply aiming to know more and yeah someone aiming to link so yeah that’s actually insightful and that really helps us ensure we sort of tailor this to the ideal 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 ought to take a couple of minutes 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 mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail campaigns and determine the results instantly syncing your information between these 2 effective apps indicates that you’re always working with the latest and most precise data nor from within your Salesforce organization great thanks boss and so 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? Email Automation Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the initial admin and the actual setup setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration set up right now this is an excellent introduction of key 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 some of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs 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 demonstration now which has been recorded 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 said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Email Automation Campaign Monitor

 

own time and ensure you have actually got all the learnings and before we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional enterprise group and limitless our combination works at all but the essential 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 projects reports and list views we’ll be using these in today’s demonstration 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 demo our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send out email marketing campaigns in just a couple of minutes there are likewise numerous other advantages 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and specify receivers and send an email project and view results we’ll also supply a few pointers on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the additional steps of visiting often or working throughout multiple browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Email Automation Campaign Monitor