Gravityforms Campaign Monitor 2022

Lets talk Gravityforms Campaign Monitor…Hi everyone 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 seeing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Gravityforms Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you men are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of people on the webinar can truly see the responses being available in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright appear like well basically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like fine yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the port so that’s really terrific to see yeah and a bit of an interest going on so some people are simply looking to understand more and yeah somebody looking to link so yeah that’s truly insightful which truly assists us make sure we type of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we need to take a few minutes to tell 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 top email marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email campaigns and measure the results automatically syncing your information in between these two effective apps means that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter 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? Gravityforms Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two 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 in fact look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not 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 simply a moment even if you do not have the combination set up right now this is a terrific summary of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to improve 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 however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier which’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 said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re 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 remain in your inbox so you can return and see this in your Gravityforms Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we begin the demo much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our essential professional enterprise group and endless our integration operates at all but the vital addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with 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 connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with 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 out an email project well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and ready to send out email marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information 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 information synced for a particular time create an email campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to evaluate securely and finally how to contact the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re actually 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 might only 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working throughout numerous internet browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Gravityforms Campaign Monitor