Gbest Time To Send Edm Campaign Monitor 2022

Lets talk Gbest Time To Send Edm Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Gbest Time To Send Edm Campaign Monitor

the technical aspects of the combination software our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions great thanks Ross and say a few more individuals have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of how many 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 type of things so Wow it’s great to have so many people on the webinar can really see the responses can be found in thick and quick we’re getting a little bit of a pattern 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 okay appear like well practically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah someone looking to connect so yeah that’s truly insightful which 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 need to take a couple of minutes 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and measure the outcomes immediately syncing your information in between these 2 effective apps indicates that you’re constantly working with the current and most precise data nor from within your Salesforce organization fantastic thanks employer therefore simply sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re also going to offer you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might discover 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 question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the integration set up right now this is a great summary of key 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 use it to enhance automate your e-mail 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 comes 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 over to the demo now which has actually been taped by Ross earlier and that’s the getting started 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 simply on the third just on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the top 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 be in your inbox so you can come back and view this in your Gbest Time To Send Edm Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our essential expert enterprise group and unlimited our combination operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in just a couple of minutes there are likewise lots of other advantages to keeping your data 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 develop a subscriber 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 data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send an e-mail project and view results we’ll also offer a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply 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 remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the additional steps of logging in frequently or working throughout multiple web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Gbest Time To Send Edm Campaign Monitor