Forward To A Friend Link Campaign Monitor 2022

Lets talk Forward To A Friend Link Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective 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 companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Forward To A Friend Link Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign 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 demonstration today and addressing your questions terrific thanks Ross and state a few more individuals have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have numerous individuals on the webinar can actually see the responses coming in thick and quick we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well practically everybody has actually 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 results look like fine yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the connector so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody wanting to connect so yeah that’s really insightful and that actually assists 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 minutes to inform you a little 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 primary email marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and measure the results instantly syncing your data between these two effective apps implies that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company fantastic thanks manager therefore simply sailor to go into a bit more detail 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? Forward To A Friend Link Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might 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 got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the real installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a great summary of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually 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 demonstration now which has actually been tape-recorded by Ross earlier which’s the beginning 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 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-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 two once we’ve done that so it’ll be in your inbox so you can come back and see this in your Forward To A Friend Link Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we begin the demo much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our necessary professional enterprise group and limitless our combination operates at all but the vital addition it’s also where self was classic and the newer lightening user 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your business app syncing and all set to send out email marketing projects in just a few minutes there are also many other advantages to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise offer a couple of suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really keen to sync our information then send our an email project 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 just called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may 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 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 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 additional steps of visiting frequently or working throughout numerous browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Forward To A Friend Link Campaign Monitor