Gravity Forms Campaign Monitor Add-on 2022

Lets talk Gravity Forms Campaign Monitor Add-on…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Gravity Forms Campaign Monitor Add-on

the technical elements of the combination software application our partnership with project displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a couple of more individuals have actually just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many people on the webinar can truly see the responses can be found in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the port so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are simply looking to know more and yeah somebody seeking to link so yeah that’s really insightful which truly helps us ensure 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 ought to take a couple of minutes to inform 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail projects and measure the outcomes instantly syncing your information in between these 2 effective apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce organization terrific 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 demonstration which is

What is a good open rate for email 2020? Gravity Forms Campaign Monitor Add-on

you know lasts about 15 minutes we’re also going to offer you an introduction 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 as well so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your question will be covered in that Q&A session but 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 add in your question thank you therefore something we will not be covering in today’s demonstration is the actual installation and the preliminary admin 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 moment even if you don’t have actually the combination set up right now this is a fantastic summary of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not 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 to the demo now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different components 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 don’t worry we’re taping this webinar so we’ll the leading and tail it and get it all sorted 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 return and enjoy this in your Gravity Forms Campaign Monitor Add-on

 

own time and make sure you’ve got all the learnings and before we kick off the demonstration much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our vital professional business group and unlimited our combination works at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send e-mail marketing projects in simply a couple of minutes there are also many other advantages to keeping your data constant 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise offer a couple of ideas on how to test safely and lastly how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the additional actions of visiting often or working across numerous web browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Gravity Forms Campaign Monitor Add-on

Gravity Forms Campaign Monitor Add On 2022

Lets talk Gravity Forms Campaign Monitor Add On…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first off my name is grainy 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 uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Gravity Forms Campaign Monitor Add On

the technical aspects of the integration software our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and say a few more participants have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of individuals on the webinar can truly see the answers being available in thick and quick we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well practically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already utilizing the adapter so that’s actually great to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah someone aiming to link so yeah that’s really informative which really helps us make certain we sort 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 utilizing cm4 SF the port is called we need to take a few moments to tell you a little 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 top email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send email projects and measure the results automatically syncing your information in between these 2 powerful apps means that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce company excellent thanks boss therefore just sailor to enter into a bit more detail 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? Gravity Forms Campaign Monitor Add On

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get going 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 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 two slides worth of those so you might find that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed just yet this is a fantastic introduction of crucial functions 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 a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated 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 do not fret we’re tape-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 remain in your inbox so you can come back and enjoy this in your Gravity Forms Campaign Monitor Add On

 

own time and make certain you’ve got all the knowings and before we start 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 most likely know our necessary professional business group and endless our integration works at all but the important addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 reveal you how simple 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 start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise many other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a customer 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 data synced for a specific time produce an email project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also supply a few suggestions on how to test securely and lastly how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really eager to sync our data 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may 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 update your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure 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 straight through campaign monitor comm but without the additional steps of visiting regularly or working throughout multiple browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Gravity Forms Campaign Monitor Add On