Emma Vs Campaign Monitor 2022

Lets talk Emma Vs Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Emma Vs Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign monitors 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 questions great thanks Ross and say a few more individuals have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you guys are a fast survey so I’m simply going to release 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 learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many individuals on the webinar can truly see the answers coming in thick and fast we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well basically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the port so that’s truly terrific to see yeah and a bit of an interest going on so some people are just wanting to know more and yeah someone looking to link so yeah that’s really informative which truly 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 using cm4 SF the adapter is called we need to take a couple of minutes to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and determine the outcomes immediately syncing your information in between these 2 powerful apps means that you’re always dealing with the current and most precise information nor from within your Salesforce organization terrific thanks manager therefore simply sailor to enter into a little 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 Vs Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to start 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 in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your question 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the combination installed just yet this is a great overview of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not stress we’re tape-recording this webinar so we’ll the leading 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 enjoy this in your Emma Vs Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we start the demonstration similar to 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 necessary professional enterprise group and endless our combination operates at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are likewise numerous other benefits to keeping your data constant between your serum and email 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send an email campaign and view results we’ll likewise offer a couple of tips on how to check safely and lastly how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our data then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update 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 visit 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 but without the additional actions of logging in often or working across multiple web browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Emma Vs Campaign Monitor