Forms-for-campaign-monitor 2022

Lets talk Forms-for-campaign-monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we just like to take a moment to introduce 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 group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Forms-for-campaign-monitor

the technical elements of the combination software application our partnership with campaign 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 anticipating taking you through the presentation today and answering your concerns excellent thanks Ross and state a few more individuals have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you men are a fast 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 learning and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have many individuals on the webinar can truly see the answers coming in thick and fast we’re getting a little bit of a trend 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 alright appear like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like alright yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are just seeking to understand more and yeah somebody seeking to connect so yeah that’s actually insightful and that really assists us make certain we kind 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 adapter is called we must take a couple of moments to inform 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and measure the results instantly syncing your data in between these two effective apps means that you’re always working with the current and most precise data nor from within your Salesforce company excellent thanks boss and so simply sailor to go into a little 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? Forms-for-campaign-monitor

you understand lasts about 15 minutes we’re also going to offer 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 begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we get 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 add in your question thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination installed just yet this is a terrific introduction of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not fret 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Forms-for-campaign-monitor

 

own time and make sure you have actually got all the knowings and prior to we begin the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our important expert business group and unlimited our combination operates at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your service app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are also numerous other advantages to keeping your information constant 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also supply a few tips on how to test securely and lastly how to call the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our information 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 merely called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may 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 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional steps of visiting often or working across several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Forms-for-campaign-monitor

Forms For Campaign Monitor 2022

Lets talk Forms For Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so to start with my name is rough 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 simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Forms For Campaign Monitor

the technical elements of the combination software application our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and state a few more participants have 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 few moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a little bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have a lot of individuals on the webinar can truly see the answers can be found in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well practically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like fine yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the connector so that’s truly excellent to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah someone looking to link so yeah that’s actually informative and that really helps us make certain we kind 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 connector is called we should take a few moments 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 simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send email campaigns and measure the outcomes automatically syncing your data in between these 2 powerful apps implies that you’re always working with the most recent and most precise data nor from within your Salesforce organization fantastic thanks manager and so simply sailor to enter into a bit more detail 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? Forms For Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction 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 answering some concerns that you sent out 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 find that your question 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 add in your concern thank you therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that said 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 integration installed just yet this is a great summary of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on however 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 to the demo now which has been tape-recorded by Ross earlier which’s the beginning 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 don’t fret 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 more once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Forms For Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our important professional enterprise group and limitless our integration operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re 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 connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are also many other benefits to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify receivers and send out an email project and view results we’ll likewise offer a couple of pointers on how to evaluate securely and finally how to contact the Beaufort 12 assistance team ought 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 actually keen to sync our information then send our an email campaign utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might only be able to see campaign monitor if your access 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 email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the extra steps of logging in often or working across multiple browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Forms For Campaign Monitor