Email Clients Campaign Monitor 2022

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

the technical aspects of the combination software application our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a few more individuals have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have so many individuals on the webinar can really see the answers can be found in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well basically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like alright yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are simply wanting to know more and yeah somebody looking to connect so yeah that’s really informative and that truly helps us ensure 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 using cm4 SF the connector is called we should take a couple of moments to tell 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 number one e-mail 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 handle your consumer data send out e-mail projects and determine the outcomes immediately syncing your data between these two effective apps suggests that you’re constantly working with the most recent and most precise data nor from within your Salesforce organization excellent thanks manager therefore just sailor to enter into a bit more information 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 Clients Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an introduction 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 in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session however so as we make it through 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 question thank you therefore one thing we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed just yet this is a terrific summary of crucial features 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 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 already covered yeah we won’t 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 demo now which has been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various components 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 any of the action do not worry we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Email Clients Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we begin the demonstration just like to say 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 probably know our essential expert business group and unrestricted our combination operates at all but the necessary addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send out 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 simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your organization app syncing and ready to send e-mail marketing campaigns in simply a few minutes there are also lots of 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify recipients and send out an email project and view results we’ll also provide a few pointers on how to evaluate 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 actually keen to sync our information 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 just called campaign monitor I’m seeing this as an admin however if you have various consents from me you might only be able to see campaign monitor if your access differs 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 most of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting frequently or working across multiple browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Email Clients Campaign Monitor