Footer Campaign Monitor 2022

Lets talk Footer Campaign Monitor…Hi everyone 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 viewing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Footer Campaign Monitor

the technical aspects of the integration software application our collaboration with project screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more participants have simply shown up so yeah you’re simply in the nick of 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 couple of details about ourselves we ‘d love to understand a little bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous people on the webinar can really see the responses being available in thick and quickly we’re getting a little a pattern 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 looks like well basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like fine yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are simply looking to understand more and yeah someone aiming to connect so yeah that’s actually informative and that really helps us make sure we sort of tailor this to the right 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 port is called we should 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 better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send email projects and determine the results automatically syncing your information between these two effective apps suggests that you’re constantly working with the current and most accurate information nor from within your Salesforce organization fantastic thanks boss therefore just sailor to go 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? Footer Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with using 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 also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might 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 actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question 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 stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is a great introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can use 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 concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects 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 any of the action don’t worry we’re tape-recording 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 have actually done that so it’ll be in your inbox so you can come back and watch this in your Footer Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we begin the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our important professional business group and limitless our integration operates at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with 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 port by Beaufort 12 is a number one email 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 objective will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a thorough demo of whatever that you can do it will show you how you can get your company app syncing and all set to send out email marketing campaigns in just a few minutes there are likewise numerous other advantages to keeping your data constant in 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise offer a few ideas on how to check safely and lastly how to contact the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just have the ability 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 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 through campaign monitor comm however without the extra actions of visiting often or working throughout several browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Footer Campaign Monitor