Email Builder Campaign Monitor 2022

Lets talk Email Builder Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know entirely about project well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Email Builder Campaign Monitor

the technical aspects of the integration software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your concerns fantastic 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 start getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many individuals on the webinar can actually see the responses being available in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like fine yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s really terrific to see yeah and a bit of an interest going on so some people are simply looking to know more and yeah someone seeking to link so yeah that’s actually insightful and that actually helps us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we need to take a few moments to inform you a 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send e-mail campaigns and measure the results automatically syncing your information between these two powerful apps indicates that you’re always working with the latest and most precise information nor from within your Salesforce company terrific 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 Builder Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have 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 therefore something we won’t be covering in today’s demo is the actual installation and the preliminary admin 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 moment even if you do not have actually the combination installed right now this is an excellent summary of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that occurs 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 demonstration now which has actually been recorded by Ross earlier and that’s the beginning 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 third simply 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 top and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can come back and see this in your Email Builder Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we kick off the demonstration much like to say 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 necessary professional business group and unrestricted our combination works at all but the necessary addition it’s likewise where self was timeless and the more recent 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 using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also many other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise supply a few pointers on how to check safely and finally how to call the Beaufort 12 assistance team ought 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 information then send our an e-mail project 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 just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may 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 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 log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the additional steps of logging in frequently or working across numerous web 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 Email Builder Campaign Monitor