How To Uninstall Campaign Monitor From Salesfroce 2022

Lets talk How To Uninstall Campaign Monitor From Salesfroce…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Uninstall Campaign Monitor From Salesfroce

the technical aspects of the integration software application our collaboration with project 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 presentation today and answering your questions excellent thanks Ross and say a couple of more individuals have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a little bit about you guys are a fast poll so I’m simply going to release that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the answers coming in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well pretty much everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like fine yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the port so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply looking to know more and yeah someone seeking to link so yeah that’s actually insightful which really assists us make sure we sort of tailor this to the ideal 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 connector is called we should take a couple of 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 primary e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail campaigns and determine the outcomes instantly syncing your information between these 2 effective apps implies that you’re always working with the latest and most accurate information nor from within your Salesforce organization fantastic thanks boss therefore just sailor to enter 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 Uninstall Campaign Monitor From Salesfroce

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 start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two 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 really look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the combination installed right now this is a fantastic overview of essential 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 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’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind 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 been taped by Ross earlier which’s the starting 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 third just on the 15 minutes so and if you do miss any of the action don’t fret we’re recording 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 more once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your How To Uninstall Campaign Monitor From Salesfroce

 

own time and ensure you’ve got all the knowings and before we start the demonstration much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our essential professional enterprise group and endless our integration works at all but the necessary addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 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 goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send out e-mail marketing campaigns in simply a few minutes there are also many other benefits to keeping your data consistent between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce 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 create an e-mail campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll also provide a couple of ideas on how to test safely and lastly how to get in touch with 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 just linked to campaign monitor we’re truly keen 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 different approvals from me you may just have the ability to see campaign monitor if your access 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 most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in often or working across numerous web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Uninstall Campaign Monitor From Salesfroce