How To Start Using Campaign Monitor 2022

Lets talk How To Start Using Campaign Monitor…Hi everyone and thank you a lot 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 may not know completely about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Start Using Campaign Monitor

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a few more participants have actually simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have many people on the webinar can really see the answers being available in thick and quickly 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 alright looks like well practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like alright yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the port so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are simply aiming to know more and yeah somebody wanting to link so yeah that’s truly insightful and that really helps us make certain we sort of tailor this to the right 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 should take a few moments to inform you a 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 primary e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and determine the results instantly syncing your information between these two powerful apps implies that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization fantastic thanks manager and so simply sailor to go 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 Start Using Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually 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 therefore something we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the integration 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 don’t have actually the combination set up just yet this is a fantastic introduction of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually 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 said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your How To Start Using Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we kick off the demo similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our essential professional enterprise group and unrestricted our combination operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening 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 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 top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 an email project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your data consistent in 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 produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also provide a couple of suggestions on how to evaluate safely and lastly how to call the Beaufort 12 support group 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 linked 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 just called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade 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 directly through campaign monitor comm however without the extra steps of logging in often or working across numerous internet browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Start Using Campaign Monitor