How Does Campaign Monitor Work 2022

Lets talk How Does Campaign Monitor Work…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until 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 grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How Does Campaign Monitor Work

the technical elements of the combination software application our collaboration with project monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns excellent thanks Ross and state a few more participants have just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a quick survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you people out there are existing consumers 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 things so Wow it’s fantastic to have so many people on the webinar can really see the responses can be found in thick and fast we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well basically everyone has actually voted so if you want to utilize 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 fine yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody aiming to connect so yeah that’s truly insightful which truly helps us ensure we sort 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 need to take a couple of moments to tell 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email campaigns and determine the outcomes automatically syncing your information in between these two powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization great thanks employer therefore just 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? How Does Campaign Monitor Work

you know lasts about 15 minutes we’re likewise going to provide you an overview 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 concerns 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 in fact 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 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 initial 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 just a moment even if you don’t have the combination set up just yet this is a fantastic introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to simplify 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 but if there’s anything that some if there’s anything that springs to mind 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 demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd 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 top 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 come back and watch this in your How Does Campaign Monitor Work

 

own time and make certain you’ve got all the knowings and prior to we start 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 readily available as you will most likely know our important expert enterprise group and unrestricted our integration works at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail 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 goal will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your business app syncing and all set to send email marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your data constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also supply a few suggestions on how to check safely and finally how to call the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly keen 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able 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 approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm but without the additional steps of visiting frequently or working across multiple web 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 How Does Campaign Monitor Work