Emma Inc Campaign Monitor 2022

Lets talk Emma Inc Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Emma Inc Campaign Monitor

the technical elements of the combination software our collaboration with campaign monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a few more individuals have actually just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes 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 people are a fast survey so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous individuals on the webinar can actually see the answers coming in thick and fast we’re getting a 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 appear like well pretty much everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like fine yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s really terrific to see yeah and a bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody seeking to link so yeah that’s really informative which really helps us make sure we type 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 utilizing cm4 SF the port is called we need to take a few minutes to inform 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 email marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email campaigns and determine the results immediately syncing your information in between these 2 powerful apps suggests that you’re always dealing with the current and most accurate data nor from within your Salesforce company great thanks employer and so simply 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? Emma Inc 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 addressing some questions 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 concerns and we’ve really got 2 slides worth of those so you may find that your concern will be covered in that Q&A session however so as we survive 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 question thank you and so something we won’t 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 moment even if you do not have actually the combination installed just yet this is a great introduction of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways 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 questions later on but if there’s anything that some if there’s anything that occurs 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 demonstration now which has been taped by Ross earlier and that’s the getting started 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 out on any of the action do not worry we’re taping 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 have actually done that so it’ll be in your inbox so you can come back and watch this in your Emma Inc Campaign Monitor

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make sure you have actually got all the knowings and before we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our vital expert business group and endless our combination works at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing subscriber 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 information and send an e-mail project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send e-mail marketing campaigns in just a couple of minutes there are also many other advantages to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll also supply a couple of pointers on how to test safely and finally how to call the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our information 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 just called campaign monitor I’m seeing this as an admin however if you have different authorizations 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 update your approvals 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 exactly the same as if you logged into the account straight by means of campaign monitor comm however without the additional steps of visiting regularly or working across numerous web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Emma Inc Campaign Monitor