Email List Building Campaign Monitor 2022

Lets talk Email List Building Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Email List Building Campaign Monitor

the technical aspects of the combination software our collaboration with campaign displays is over 10 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 demonstration today and answering your concerns great thanks Ross and state a couple of more participants have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the subject of the number of of you guys 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 sort of stuff so Wow it’s excellent to have many individuals on the webinar can truly see the responses coming in thick and fast 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 okay appear like well basically everyone has actually 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 results look like fine yeah I think that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s truly great to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah someone aiming to link so yeah that’s truly insightful which actually helps us make certain we sort 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 port is called we ought to take a few minutes to tell you a 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 mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email projects and determine the results automatically syncing your information between these 2 effective apps implies that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization great thanks boss therefore simply sailor to go into a 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? Email List Building Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you may find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern 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 will not be covering in today’s demo is the real installation and the preliminary admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration set up right now this is a fantastic introduction of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo 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 stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re 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 2 once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Email List Building Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we start the demonstration just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our essential professional business group and unrestricted our combination works at all but the important addition it’s also where self was traditional 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 campaigns 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your data constant 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 fills and setup Salesforce field mappings share your information 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 likewise offer a couple of pointers on how to test securely and finally how to get in touch with the Beaufort 12 assistance team need to you have any concerns 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 actually keen to sync our data then send our an email 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 merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade 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 log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting regularly or working across multiple web browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Email List Building Campaign Monitor