How To Have Campaign Monitor Embed Form Redirect 2022

Lets talk How To Have Campaign Monitor Embed Form Redirect…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Have Campaign Monitor Embed Form Redirect

the technical elements of the combination software application our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to know a little bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous individuals on the webinar can really see the answers being available in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right appear like well practically everybody has voted so if you wish to use 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 alright yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s actually terrific to see yeah and a little bit of an interest going on so some people are simply seeking to understand more and yeah somebody looking to connect so yeah that’s truly informative which actually helps us make sure we type of tailor this to the right 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 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send email projects and determine the results automatically syncing your information in between these two powerful apps suggests that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company great thanks boss and so simply sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we make it 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 question thank you and so one thing we won’t be covering in today’s demonstration is the real setup and the preliminary admin setup with the integration that stated 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 do not have the combination installed just yet this is a terrific overview of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to streamline automate your email 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 demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your How To Have Campaign Monitor Embed Form Redirect

 

own time and make certain you’ve got all the learnings and before we begin the demo similar to 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 most likely understand our vital expert business group and unlimited 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 likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in just a couple of minutes there are likewise many other benefits to keeping your data 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 data synced for a specific time produce an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise supply a couple of tips on how to evaluate securely and finally how to get in touch with the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an email 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 just called campaign monitor I’m seeing this as an admin however if you have different consents from me you may just be able to see campaign monitor if your gain access to 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 the majority of our setup an e-mail building 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 by means of campaign monitor comm however without the additional steps of logging in regularly or working across multiple browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Have Campaign Monitor Embed Form Redirect