Health Monitoring Campaign 2022

Lets talk Health Monitoring Campaign…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple e-mail 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 developers of campaign monitor for Salesforce and handle Health Monitoring Campaign

the technical elements of the integration software application our partnership 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 looking forward to taking you through the presentation today and addressing your questions great thanks Ross and state a couple of more individuals have simply arrived so yeah you’re just just in 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’ve shared a few information about ourselves we ‘d like to know a little bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can truly see the responses coming in thick and quick 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 fine looks like well basically everyone 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 look like all right yeah I think that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s truly great to see yeah and a bit of an interest going on so some individuals are just looking to understand more and yeah somebody looking to connect so yeah that’s actually insightful and that truly assists us ensure we kind of tailor this to the best 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 couple of minutes to tell you a 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 number one email marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out e-mail projects and measure the results automatically syncing your information in between these 2 effective apps indicates that you’re always dealing with the current and most precise data nor from within your Salesforce company great thanks employer 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? Health Monitoring Campaign

you understand lasts about 15 minutes we’re also going to provide you an overview 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 responding to some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we make it 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 question thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed right now this is an excellent summary of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways 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 will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the getting started 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 just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re recording 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’ve done that so it’ll remain in your inbox so you can come back and see this in your Health Monitoring Campaign

 

own time and make sure you’ve got all the knowings and prior to we kick off the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our essential professional enterprise group and unrestricted our integration operates at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send out e-mail marketing projects in just a few minutes there are likewise many other advantages to keeping your data consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also supply a couple of ideas on how to check securely and finally how to get in touch with the Beaufort 12 assistance team must 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 really keen to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re 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 but if you have various consents from me you might 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 permissions 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 additional steps of logging in frequently or working across multiple web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Health Monitoring Campaign