How To Schedule Campaign Monitor Campaign 2022

Lets talk How To Schedule Campaign Monitor Campaign…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually 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 Schedule Campaign Monitor Campaign

the technical elements of the integration software application our collaboration with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns great thanks Ross and say a few more participants have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you people are a fast poll so I’m just going to launch 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 discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have so many people on the webinar can actually see the responses coming in thick and quickly we’re getting a bit of a pattern 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 okay appear like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s truly fantastic to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah somebody wanting to link so yeah that’s actually insightful and that really assists us make sure we sort 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 using cm4 SF the connector is called we ought to take a few moments to inform 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 top e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and determine the results instantly syncing your data between these two effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization great thanks manager therefore simply sailor to enter into a bit more information 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 Schedule Campaign Monitor Campaign

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually 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 demonstration is the preliminary admin and the real setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is an excellent introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not 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 return and see this in your How To Schedule Campaign Monitor Campaign

 

own time and make certain you’ve got all the knowings and prior to we begin the demo similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential expert enterprise group and unlimited our integration operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our goal will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll begin with 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 e-mail campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your service app syncing and all set to send email marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your data constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise offer a couple of pointers on how to evaluate safely and finally how to contact the Beaufort 12 support group must 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 really keen to sync our data then send our an email project utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you may only have the ability 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the additional steps of visiting frequently or working across several internet 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 Schedule Campaign Monitor Campaign