How To Send Automated Emails From Campaign Monitor 2022

Lets talk How To Send Automated Emails From Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance 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 Send Automated Emails From Campaign Monitor

the technical elements of the combination software application our collaboration with project screens 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 demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you men are a quick poll so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous individuals on the webinar can really see the responses being available in thick and quickly we’re getting a 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 alright appear like well basically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like alright yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the connector so that’s truly excellent to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah someone wanting to link so yeah that’s truly insightful and that really assists us make sure we kind 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 using cm4 SF the connector is called we must take a few minutes to tell you a 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 mostly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out email campaigns and measure the results automatically syncing your data in between these 2 powerful apps means that you’re always working with the current and most precise data nor from within your Salesforce organization fantastic thanks employer 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 demonstration which is

What is a good open rate for email 2020? How To Send Automated Emails From Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction 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 signed up 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 may find that your concern 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 concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration 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 do not have the integration set up just yet this is an excellent introduction of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to improve 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 however if there’s anything that some if there’s anything that occurs 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 demonstration now which has been taped by Ross earlier which’s the starting 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 third simply 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 more once we’ve done that so it’ll be in your inbox so you can return and watch this in your How To Send Automated Emails From Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we kick off the demo much like to say a couple of 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 necessary professional enterprise group and unlimited our combination works at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing projects in simply a few minutes there are likewise numerous other advantages to keeping your data constant between your serum and email 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 create custom fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a couple of tips on how to test safely and lastly how to contact the Beaufort 12 support group should 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 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 simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might only 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 most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional actions of logging in often or working throughout several browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Send Automated Emails From Campaign Monitor