How To Monitor A Campaign 2022

Lets talk How To Monitor A Campaign…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 everybody that’s joining us may not know entirely about campaign well till 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 grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Monitor A Campaign

the technical aspects of the combination software our collaboration 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 eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and state a couple of more participants have simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and finding out and about 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 numerous people on the webinar can truly see the responses coming in thick and quickly we’re getting a bit of a trend 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 all right appear like well practically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s truly excellent to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah somebody aiming to connect so yeah that’s truly informative which really helps us make certain 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 utilizing cm4 SF the adapter is called we ought to take a few minutes to tell you a little 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 primary e-mail marketing at for Salesforce largely due to its easy setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail projects and determine the results immediately syncing your data between these two effective apps means that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization fantastic thanks manager therefore 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

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

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is a terrific overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on 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 demo now which has actually been tape-recorded by Ross earlier and that’s the beginning 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 just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re tape-recording 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 more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your How To Monitor A Campaign

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our important expert enterprise group and limitless our combination works at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are likewise lots of other advantages to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll likewise provide a couple of suggestions on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really eager 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the extra actions of logging in often or working throughout several internet browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Monitor A Campaign