Forward An E-mail Campaign Monitor 2022

Lets talk Forward An E-mail Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign 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 customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated email 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 creators of campaign monitor for Salesforce and manage Forward An E-mail Campaign Monitor

the technical elements of the integration software application our collaboration with campaign screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns terrific thanks Ross and state a couple of more individuals have actually just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have numerous individuals on the webinar can really see the answers coming in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are just looking to understand more and yeah somebody looking to link so yeah that’s actually informative and that really assists us make certain we type of tailor this to the right 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 connector is called we ought to take a few minutes to tell you a bit more about what it is I think 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 comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send e-mail projects and determine the results automatically syncing your information between these two effective apps indicates that you’re always dealing with the latest and most accurate information nor from within your Salesforce organization terrific thanks manager and so simply sailor to enter into a little 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? Forward An E-mail Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary 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 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 find that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually 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 demo is the preliminary admin and the real installation setup with the combination 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 integration installed right now this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor ideally 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 improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do include 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 which’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 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 more once we have actually done that so it’ll be in your inbox so you can return and watch this in your Forward An E-mail Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we kick off the demonstration similar to 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 understand our essential expert enterprise group and unlimited our combination operates at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a thorough demo 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 projects in just a couple of minutes there are also lots of 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 customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise offer a couple of tips on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals 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 authorizations 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in frequently or working throughout numerous internet browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Forward An E-mail Campaign Monitor