How To Set Up Campaign Monitor Newsletter 2022

Lets talk How To Set Up Campaign Monitor Newsletter…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Set Up Campaign Monitor Newsletter

the technical aspects of the integration software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a couple of more individuals have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still learning and looking and about 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 a lot of people on the webinar can truly 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 looks like well basically everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the connector so that’s really fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody seeking to connect so yeah that’s truly 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 adapter is called we ought to take a few moments 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 e-mail marketing at for Salesforce largely due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail projects and measure the outcomes immediately syncing your information in between these 2 powerful apps suggests that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization terrific thanks employer therefore just 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 Set Up Campaign Monitor Newsletter

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually 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 therefore one thing we won’t be covering in today’s demo is the real installation and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up right now this is a terrific overview of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’s the getting started 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 third simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-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 more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your How To Set Up Campaign Monitor Newsletter

 

own time and make sure you have actually got all the learnings and before we start the demonstration just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our necessary expert business group and endless our combination works at all but the necessary addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise many other advantages to keeping your data constant 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 create custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise supply a couple of tips on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly eager 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may only 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of logging in regularly or working across several web browser tabs let’s move on 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 Campaign Monitor Newsletter