How To Code In Campaign Monitor 2022

Lets talk How To Code In Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Code In Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and state a few more participants have actually 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 moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little bit about you men are a fast poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have a lot of individuals on the webinar can truly see the responses being available in thick and quick we’re getting a little bit of a trend 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 alright looks like well basically everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s truly terrific to see yeah and a bit of an interest going on so some individuals are simply looking to know more and yeah someone seeking to connect so yeah that’s truly informative which really helps 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 adapter is called we must take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this much 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 thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email projects and measure the results automatically syncing your information in between these 2 effective apps means that you’re constantly working with the most recent and most precise data nor from within your Salesforce company excellent 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 demo which is

What is a good open rate for email 2020? How To Code In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we get through 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 add in your question thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed just yet this is a terrific summary of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 demonstration now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret 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 be in your inbox so you can come back and watch this in your How To Code In Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we start the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our essential expert business group and endless our combination works at all but the necessary addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns 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 port 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 goal will be to send out 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 simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your information constant in 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise supply a couple of suggestions on how to test securely and lastly how to get in touch with 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 actually keen to sync our data then send our an email campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have various authorizations 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the extra steps of visiting often or working across numerous internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Code In Campaign Monitor