Esp Campaign Monitor 2022

Lets talk Esp Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance 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 Esp Campaign Monitor

the technical aspects of the integration software our partnership with project monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a few more individuals have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have numerous people on the webinar can truly see the answers coming in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s really great to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody seeking to link so yeah that’s truly informative and that actually assists us make sure we kind of tailor this to the ideal 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 connector is called we need to take a couple of minutes to tell you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and determine the results automatically syncing your data between these two effective apps implies that you’re always dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks boss therefore simply sailor to enter 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? Esp Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview of how to get going 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 in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern 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 actual installation and the initial admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination set up just yet this is a terrific summary of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways 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 questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier and that’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 out on 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 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Esp Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we start the demo similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our important professional enterprise group and endless our integration works at all but the essential 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 using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just 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 demonstration of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing campaigns in just a few minutes there are also many other benefits to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll likewise supply a couple of pointers on how to test safely and finally how to contact the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually 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 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 permissions from me you might just have the ability to see campaign monitor if your access varies 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 most 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 but without the extra actions of visiting regularly or working across several internet browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Esp Campaign Monitor