How To Build An Edm In Campaign Monitor 2022

Lets talk How To Build An Edm In Campaign Monitor…Hi everybody 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 everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly 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 companies with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Build An Edm In Campaign Monitor

the technical elements of the combination software our partnership with campaign monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions terrific thanks Ross and say a couple of more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the subject of how many of you men 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 kind of things so Wow it’s excellent to have numerous individuals on the webinar can actually see the responses being available in thick and quickly 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 anonymous so please do do not hesitate to vote alright appear like well basically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like fine yeah I believe that’s pretty much everybody 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 really excellent to see yeah and a bit of a curiosity going on so some individuals are just looking to know more and yeah someone aiming to connect so yeah that’s truly insightful which truly assists us ensure we sort of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we need to take a couple of moments to inform 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 top email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email projects and determine the results automatically syncing your data in between these 2 powerful apps indicates that you’re always dealing with the current and most precise data 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 To Build An Edm In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer 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 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 really got 2 slides worth of those so you might find that your concern will be covered because 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 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 installation and the preliminary 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 minute even if you do not have the combination set up just yet this is an excellent introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components 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 do not fret we’re tape-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 more once we’ve done that so it’ll be in your inbox so you can return and watch this in your How To Build An Edm In Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we kick off the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our necessary expert enterprise group and unlimited our integration works 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 likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using 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 simple it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are likewise numerous other advantages to keeping your data constant between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll likewise provide a few ideas on how to check securely and lastly how to call the Beaufort 12 support group must you have any concerns 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 truly eager 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may just 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 email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of visiting frequently or working throughout multiple web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Build An Edm In Campaign Monitor