How To Use Campaign Monitor Section 2022

Lets talk How To Use Campaign Monitor Section…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well till all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Use Campaign Monitor Section

the technical aspects of the combination software our partnership with project monitors is over 10 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 terrific thanks Ross and state a couple of more individuals have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have many individuals on the webinar can truly see the responses coming in thick and quick we’re getting a bit of a trend 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 pretty much everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like fine yeah I think that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone wanting to link so yeah that’s really insightful which truly helps us make certain we kind 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 port is called we should take a few moments to tell 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 number one e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send email projects and determine the results immediately syncing your data between these two effective apps means that you’re always dealing with the current and most accurate data nor from within your Salesforce organization terrific thanks boss and so simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? How To Use Campaign Monitor Section

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the combination set up right now this is a terrific introduction of key features 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 more about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different aspects 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 fret we’re tape-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’ve done that so it’ll remain in your inbox so you can return and view this in your How To Use Campaign Monitor Section

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make sure you have actually got all the learnings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our essential professional enterprise group and unlimited our combination operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects 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 port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are likewise many other advantages to keeping your data constant 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise offer a few tips on how to evaluate safely and lastly how to call the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you may just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 directly through campaign monitor comm but without the additional steps of logging in regularly or working throughout multiple internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Use Campaign Monitor Section