How To Set Up Campaign Monitor Automation 2022

Lets talk How To Set Up Campaign Monitor Automation…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Set Up Campaign Monitor Automation

the technical aspects of the combination software application our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have many individuals on the webinar can truly see the answers can be found in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well pretty much everyone 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 results appear like okay yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the port so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah someone wanting to link so yeah that’s actually informative and that really helps us make certain we type of tailor this to the right 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 port is called we should take a couple of moments to inform 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 mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send email campaigns and measure the results instantly syncing your data in between these two powerful apps implies that you’re always working with the most recent and most precise information nor from within your Salesforce company fantastic thanks manager and so just sailor to enter into a 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 Set Up Campaign Monitor Automation

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 responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got two slides worth of those so you may discover that your question 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 actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demo is the actual installation and the initial admin setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a fantastic summary of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the methods you can use it to streamline 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 concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions 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 going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss 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’ve done that so it’ll be in your inbox so you can return and watch this in your How To Set Up Campaign Monitor Automation

 

own time and make certain you have actually got all the knowings and before we start the demonstration just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our vital expert enterprise group and limitless our combination operates at all but the vital addition it’s also where self was timeless and the more recent lightening 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 using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send out e-mail marketing campaigns in simply a couple of minutes there are also many other benefits to keeping your information 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also supply a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance group need to 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 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 in addition to 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 may only be able 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 authorizations 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 log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the additional steps of logging in regularly or working across several browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Set Up Campaign Monitor Automation