Enlist Campaign Monitor 2022

Lets talk Enlist Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Enlist Campaign Monitor

the technical aspects of the combination software our collaboration with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and state a couple of more participants have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have numerous people on the webinar can really see the answers being available in thick and quickly we’re getting a little 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 fine looks like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are just looking to know more and yeah somebody looking to connect so yeah that’s actually informative which truly assists us ensure we sort 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 adapter is called we need to take a couple of 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 primary email marketing at for Salesforce mostly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the results instantly syncing your information between these 2 effective apps indicates that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks boss and so simply sailor to go 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? Enlist Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might discover that your concern will be covered because 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 in fact look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed right now this is an excellent overview of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 recorded by Ross earlier and that’s the beginning 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 third simply on the 15 minutes so and if you do miss any of the action don’t worry we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and see this in your Enlist Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we begin the demonstration much like to state 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 probably know our vital professional enterprise group and unrestricted our integration operates at all but the vital addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send out an e-mail project with campaign monitor using existing customer data 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 actions to sync your information and send an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send email marketing campaigns in just a few minutes there are also many other benefits to keeping your information 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also supply a couple of suggestions on how to test safely and finally how to contact 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’ve simply connected to campaign monitor we’re really eager to sync our information then send our an email campaign 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just be able 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the additional actions of logging in frequently or working across several browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Enlist Campaign Monitor