How To Email Campaign Monitor 2022

Lets talk How To Email Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Email Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and state a few more participants have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you men are a quick poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have a lot of individuals on the webinar can actually see the answers coming in thick and quick we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well basically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like alright yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the port so that’s actually great to see yeah and a bit of an interest going on so some individuals are simply wanting to understand more and yeah someone aiming to link so yeah that’s actually informative which really helps us make sure we sort of tailor this to the best 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 port is called we ought 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 much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email campaigns and determine the results immediately syncing your information in between these two powerful apps implies that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce organization great thanks manager and so simply sailor to go into a little 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 Email Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an overview 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 responding to some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really 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 preliminary admin and the real installation setup with the combination that stated we do ever help 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 actually the integration set up right now this is an excellent introduction of essential features and best 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 ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns 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 getting going 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 third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping 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 return and watch this in your How To Email Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we kick off the demo much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our essential professional business group and unrestricted our integration operates at all but the necessary addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send 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 linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a detailed demo of everything 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 few minutes there are also many other benefits to keeping your information consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise offer a few tips on how to check safely and finally how to contact the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really eager to sync our data then send our an e-mail campaign 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 merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might only have the ability to see campaign monitor if your access differs 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 the majority of our setup an email 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 through campaign monitor comm however without the extra steps of logging in regularly or working across multiple internet browser tabs let’s move 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 Email Campaign Monitor