Getfeedback Survey Campaign Monitor 2022

Lets talk Getfeedback Survey Campaign Monitor…Hi everyone and thank you so much for joining us today on discover 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 moment to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Getfeedback Survey Campaign Monitor

the technical elements of the combination software our partnership with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and state a few more individuals have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to know a little bit about you guys are a fast survey so I’m simply going to release 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 sort of things so Wow it’s great to have so many individuals on the webinar can actually see the responses being available in thick and fast we’re getting a bit of 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 appear like well basically everyone 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 minutes time and see what those results look like okay yeah I think that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s really great to see yeah and a bit of an interest going on so some people are simply seeking to know more and yeah someone seeking to link so yeah that’s truly insightful which really helps us ensure 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 port is called we must 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email campaigns and measure the outcomes automatically syncing your information between these 2 effective apps implies that you’re constantly working with the most recent and most precise information nor from within your Salesforce company fantastic thanks employer 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 demonstration which is

What is a good open rate for email 2020? Getfeedback Survey Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to start 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 in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your concern will be covered in that Q&A session but 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 question thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the real setup setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed right now this is a great overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’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 stated it’s going to last for simply on the third just 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 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 view this in your Getfeedback Survey Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we start the demo just like 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 most likely understand our vital expert business group and unlimited our combination works at all but the important 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 terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber 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 an e-mail project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your organization app syncing and prepared to send email marketing projects in just a few minutes there are also numerous other advantages to keeping your information constant in 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 particular time create an e-mail campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also offer a couple of pointers on how to test securely and finally how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly keen to sync our information 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 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 different permissions from me you may just be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority 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 like if you logged into the account straight by means of campaign monitor comm but without the extra steps of logging in often or working throughout numerous browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Getfeedback Survey Campaign Monitor