How To Use Campaign Monitor For Free 2022

Lets talk How To Use Campaign Monitor For Free…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so firstly 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 campaign wallets as straightforward e-mail marketing and automation tools backed by human support 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 handle How To Use Campaign Monitor For Free

the technical elements of the combination software application our collaboration with campaign displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a little bit about you men are a quick poll 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 consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have so many individuals on the webinar can really see the responses being available in thick and fast 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 all right appear like well basically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like alright yeah I believe that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the port so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are simply looking to know more and yeah somebody seeking to link so yeah that’s actually insightful which actually helps us make certain 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 using cm4 SF the adapter is called we should take a few minutes to tell 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 simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail projects and determine the outcomes instantly syncing your information between these two effective apps implies that you’re always working with the current and most accurate information nor from within your Salesforce company fantastic thanks boss and so simply 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 Use Campaign Monitor For Free

you know lasts about 15 minutes we’re also going to provide you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered because Q&A session however so as we get through 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 include your question thank you and so something we will not be covering in today’s demonstration is the real setup 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 moment even if you don’t have actually the combination set up just yet this is a fantastic overview of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize 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 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 over to the demo now which has actually been taped by Ross earlier which’s the beginning 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret 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 more once we’ve done that so it’ll be in your inbox so you can come back and see this in your How To Use Campaign Monitor For Free

 

own time and make certain you have actually got all the knowings and before we begin the demo similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important expert business group and endless our integration works at all but the important addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects 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 reveal you how basic it is and how effective it can be in this demo our goal will be to send an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show 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 in 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise provide a few tips on how to evaluate securely and finally how to call the Beaufort 12 assistance group need to you have any questions 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 really keen to sync our data then send our an e-mail project utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional steps of visiting often or working throughout numerous internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Use Campaign Monitor For Free