How To Set Up 100 With Campaign Monitor 2022

Lets talk How To Set Up 100 With Campaign Monitor…Hi everybody and thank you so much for joining us today on find out 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 project well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Set Up 100 With Campaign Monitor

the technical elements of the integration software our collaboration with project screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more participants have just arrived 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 moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you people are a quick survey so I’m just going to release that now and yeah it’s the topic of the number of of you guys 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 kind of stuff so Wow it’s terrific to have numerous individuals on the webinar can actually see the responses being available in thick and fast 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 alright appear like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like fine yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are simply aiming to understand more and yeah someone aiming to connect so yeah that’s actually insightful and that really assists us make sure we type of tailor this to the best 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 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 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 detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email projects and determine the results automatically syncing your data between these 2 powerful apps means that you’re always dealing with the current and most precise information nor from within your Salesforce company great thanks employer and so just sailor to enter 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 Set Up 100 With Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact 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 make it through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that stated we do ever assist 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 summary of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more 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 on however 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 which’s the starting with campaign monitor for Salesforce which will cover the various aspects 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 don’t stress we’re 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 two once we’ve done that so it’ll remain in your inbox so you can come back and view this in your How To Set Up 100 With Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we begin the demonstration just like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional business group and unlimited our integration works at all but the necessary addition it’s also where self was classic and the more recent 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 using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary 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 demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send email marketing campaigns in simply a couple of minutes there are likewise lots of other benefits to keeping your data consistent between your serum and email 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 using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few ideas on how to check securely and finally how to contact the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority 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 through campaign monitor comm however without the extra actions of logging in regularly or working throughout several internet browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Set Up 100 With Campaign Monitor