Email Design Campaign Monitor 2022

Lets talk Email Design Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Email Design Campaign Monitor

the technical aspects of the combination software application our collaboration with project monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent thanks Ross and say a few more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys 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 stuff so Wow it’s terrific to have many people on the webinar can actually see the responses being available in thick and quickly we’re getting a little bit of a pattern but 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 practically everybody has voted so if you wish 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 look like fine yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s really fantastic to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah somebody seeking to link so yeah that’s truly informative and that actually assists us make sure we type 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 utilizing cm4 SF the connector is called we need to take a few minutes to tell you a little bit more about what it is I believe this yeah you can you can do this much 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 functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send email campaigns and measure the results instantly syncing your data between these 2 powerful apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce organization terrific thanks employer therefore just 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? Email Design Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually 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 demonstration is the actual installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a terrific introduction of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out 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 already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes 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 demo now which has actually been tape-recorded by Ross earlier which’s the starting 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 simply on the 15 minutes so and if you do miss any of the action do not stress 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’ve done that so it’ll remain in your inbox so you can return and see this in your Email Design Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we kick off the demo much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our vital professional enterprise group and endless our combination operates at all but the essential addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one 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 demo our objective will be to send out an email campaign with campaign monitor utilizing existing customer data 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 actions to sync your information and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing projects in simply a few minutes there are also many other advantages to keeping your data consistent 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 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 information synced for a specific time create an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a few suggestions on how to test securely and finally how to call 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 have actually simply 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting often or working throughout multiple internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Email Design Campaign Monitor