Gordon College Campaign Monitor 2022

Lets talk Gordon College Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting 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 Gordon College Campaign Monitor

the technical elements of the integration software application our collaboration with campaign 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 anticipating taking you through the presentation today and answering your questions great thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still discovering 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 fantastic to have a lot of people on the webinar can truly see the answers can be found in thick and quick we’re getting a bit of a trend 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 fine appear like well pretty much everybody has actually voted so if you want to utilize 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 all right yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are just wanting to know more and yeah somebody wanting to link so yeah that’s actually informative and that really helps us make certain we type 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 should take a couple of moments to inform you a 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 primary e-mail marketing at for Salesforce largely due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out email campaigns and measure the outcomes automatically syncing your information between these 2 effective apps implies that you’re always dealing with the current and most precise data nor from within your Salesforce company great thanks boss and so 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? Gordon College Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction 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 concerns that you sent in when you signed up 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 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the initial admin 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 just yet this is a terrific introduction of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions 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 over to the demo now which has been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-recording 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 be in your inbox so you can return and watch this in your Gordon College Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we begin 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 available as you will most likely understand our essential professional business group and endless our combination works at all but the important addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration 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 simply been set up and connected to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your data consistent in 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also provide a couple of ideas on how to test securely and finally how to call the Beaufort 12 assistance team must 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 truly 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing most 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 but without the extra actions of visiting frequently or working throughout numerous internet 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 Gordon College Campaign Monitor