Event Campaign Monitor 2022

Lets talk Event Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Event Campaign Monitor

the technical aspects of the combination software our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and state a couple of more individuals have actually just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have a lot of people on the webinar can actually see the answers being available in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright appear like well practically 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 minutes time and see what those results look like all right yeah I think that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the adapter so that’s really excellent to see yeah and a little bit of a curiosity going on so some people are just aiming to know more and yeah somebody wanting to connect so yeah that’s actually informative which truly helps us make sure we sort 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 utilizing cm4 SF the port is called we should take a couple of moments 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 top email marketing at for Salesforce largely due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out email campaigns and determine the results automatically syncing your information in between these 2 powerful apps means that you’re always working with the latest and most precise data nor from within your Salesforce organization great thanks manager therefore just sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Event Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer 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 answering some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your concern will be covered because Q&A session but so as we survive 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 concern thank you and so one thing we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the integration 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 integration installed just yet this is a fantastic summary of key features and best 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 a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re recording 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 remain in your inbox so you can come back and enjoy this in your Event Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our vital professional enterprise group and unlimited our integration works at all but the essential addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary 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 objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing campaigns in just a couple of minutes there are also lots of other benefits to keeping your information consistent in 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 subscriber 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 e-mail project in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise offer a few ideas on how to check securely and finally how to contact the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only have the ability to see campaign monitor if your gain access to varies 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 most of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional actions of visiting frequently or working throughout multiple internet browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Event Campaign Monitor