How To Send Out A Campaign In Campaign Monitor 2022

Lets talk How To Send Out A Campaign In Campaign Monitor…Hi everyone 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 seeing as everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human support 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 manage How To Send Out A Campaign In Campaign Monitor

the technical aspects of the combination software our partnership with campaign monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a couple of more individuals have simply arrived 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 couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a little bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of people on the webinar can actually see the responses coming in thick and quick we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well basically everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like fine yeah I think that’s practically everybody 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 really fantastic to see yeah and a bit of a curiosity going on so some people are simply looking to know more and yeah someone wanting to link so yeah that’s actually informative and that truly helps us make sure we sort of tailor this to the best 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 port is called we ought to take a few minutes to inform you a little 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 email marketing at for Salesforce mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email campaigns and determine the outcomes immediately syncing your information in between these 2 effective apps implies that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company great thanks boss therefore simply sailor to go into a little 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 Send Out A Campaign In Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to start with using 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 too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we get through 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 one thing we won’t be covering in today’s demo is the real installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination installed right now this is a great introduction of crucial features 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 enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind 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 demonstration now which has been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not stress we’re taping this webinar so we’ll the top and tail it and get it all sorted 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 view this in your How To Send Out A Campaign In Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we kick off the demonstration much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our vital professional enterprise group and unlimited our integration works at all but the important addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail 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 an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from 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 detailed demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are also numerous 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 custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise provide a couple of ideas on how to evaluate safely and finally how to call the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign using 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your consents 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting often or working across several browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Send Out A Campaign In Campaign Monitor