How Send Campaign In Campaign Monitor 2022

Lets talk How Send Campaign In Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How Send Campaign In Campaign Monitor

the technical elements of the combination software application our collaboration with project monitors is over ten years old so myself and my group 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 questions great thanks Ross and state a couple of more individuals have actually just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you guys are a fast survey so I’m simply going to release 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 looking and discovering and about 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 so many individuals on the webinar can really see the answers being available in thick and fast 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 looks like well pretty much everybody has 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 results appear like fine yeah I think that’s basically everybody has 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 great to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah someone seeking to connect so yeah that’s truly informative which really assists us make certain we type of tailor this to the ideal 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 ought to take a couple of moments to inform you a little bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and measure the outcomes automatically syncing your data between these 2 powerful apps implies that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization great thanks manager and so simply 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? How Send Campaign In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your concern 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 actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is a great overview of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline 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 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t fret 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 more once we’ve done that so it’ll be in your inbox so you can return and watch this in your How Send Campaign In Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably know our necessary professional enterprise group and limitless our combination works at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of 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 connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using 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 data and send an email project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email 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 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 data synced for a specific time create an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also provide a couple of suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly eager to sync our data then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may just be able to see campaign monitor if your access 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 precisely the same as if you logged into the account straight via campaign monitor comm but without the additional steps of logging in regularly or working throughout numerous internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How Send Campaign In Campaign Monitor