How To Monitor Campaign Progress Against Scheduling And Costing Requirements 2022

Lets talk How To Monitor Campaign Progress Against Scheduling And Costing Requirements…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Monitor Campaign Progress Against Scheduling And Costing Requirements

the technical elements of the combination software our collaboration with project screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and say a couple of more participants have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a little bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can actually see the responses can be found 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 confidential so please do do not hesitate to vote okay appear like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are simply wanting to know more and yeah somebody aiming to connect so yeah that’s truly informative and that really helps us make certain we kind of tailor this to the right 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 should take a few minutes to inform you a 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 number one e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and measure the outcomes automatically syncing your data between these 2 powerful apps means that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization fantastic thanks boss and so just sailor to enter into a little 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 Campaign Progress Against Scheduling And Costing Requirements

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have 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 will not be covering in today’s demo is the initial admin and the real installation setup with the integration that stated 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 actually the integration installed just yet this is a great introduction of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but 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 to the demo now which has actually been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various components 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 don’t worry 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your How To Monitor Campaign Progress Against Scheduling And Costing Requirements

 

own time and ensure you have actually got all the learnings and prior to we begin the demo much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our necessary professional enterprise group and limitless our combination works at all but the vital addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing campaigns in simply a couple of minutes there are also many other benefits to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll also supply a few pointers on how to test securely and finally how to contact the Beaufort 12 support group should you have any questions 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 email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the extra actions of visiting frequently or working across multiple browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Monitor Campaign Progress Against Scheduling And Costing Requirements