Guide To Using Campaign Monitor 2022

Lets talk Guide To Using Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with 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 organizations with campaign wallets as simple email marketing and automation tools backed by human assistance connecting 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 Guide To Using Campaign Monitor

the technical elements of the integration software our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still learning 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 great to have many individuals on the webinar can actually see the responses being available in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s pretty much everyone has actually 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 excellent to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah someone seeking to connect so yeah that’s truly informative which 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 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 e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out email projects and determine the results instantly syncing your data in between these 2 effective apps indicates that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization terrific thanks manager and so simply sailor to enter into a little 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? Guide To Using Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to get going 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 out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may 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 really look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up just yet this is a great summary of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already 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 to the demonstration now which has been 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 third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-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 be in your inbox so you can come back and view this in your Guide To Using Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demo just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our important professional enterprise group and endless our combination works at all but the vital addition it’s likewise where self was classic and the more recent lightening 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 demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing campaigns in simply a few minutes there are also lots of other advantages to keeping your information constant in 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise supply a few pointers on how to evaluate securely and lastly 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 state that we have actually simply linked to campaign monitor we’re actually keen 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 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 update your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 directly via campaign monitor comm however without the additional steps of logging in often or working across numerous browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Guide To Using Campaign Monitor