How To Automatically Add Users To Campaign Monitor Account In WordPress 2022

Lets talk How To Automatically Add Users To Campaign Monitor Account In WordPress…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Automatically Add Users To Campaign Monitor Account In WordPress

the technical elements of the combination software our collaboration with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions excellent thanks Ross and state a few more participants have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing customers 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 sort of things so Wow it’s terrific to have many people on the webinar can really see the responses can be found in thick and quickly we’re getting a little 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 alright appear like well pretty much 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 moments time and see what those outcomes look like alright yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone aiming to connect so yeah that’s actually informative and that actually assists us make sure 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 utilizing cm4 SF the adapter is called we must take a few moments to inform 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 top e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send email campaigns and determine the outcomes immediately syncing your data between these two powerful apps implies that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization terrific thanks employer and so just sailor to go 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 To Automatically Add Users To Campaign Monitor Account In WordPress

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really 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 survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demo is the actual setup and the initial admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up just yet this is a great overview of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that comes 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 over to the demo now which has actually been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can come back and see this in your How To Automatically Add Users To Campaign Monitor Account In WordPress

 

own time and make sure you’ve got all the learnings and before we kick off the demo much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our essential expert enterprise group and endless our combination operates at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a thorough 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 just a few minutes there are also lots of other benefits to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce 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 ideas on how to check securely and finally how to contact the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most 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 same as if you logged into the account directly via campaign monitor comm however without the additional steps of visiting frequently or working across numerous web browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Automatically Add Users To Campaign Monitor Account In WordPress