How To Use Campaign Monitor Templates 2022

Lets talk How To Use Campaign Monitor Templates…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email 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 Templates

the technical elements of the integration software application our collaboration with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions excellent thanks Ross and state a couple of more individuals have actually just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to understand a little bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still finding out and looking and about 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 a lot of individuals on the webinar can actually see the answers being available in thick and fast we’re getting a little 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 all right looks like well basically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like all right yeah I believe that’s pretty much everyone 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 terrific to see yeah and a little bit of an interest going on so some individuals are simply wanting to know more and yeah somebody wanting to link so yeah that’s actually insightful which truly helps us make sure 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 adapter is called we ought to take a couple of moments to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mainly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send e-mail projects and determine the results automatically syncing your information in between these two powerful apps implies that you’re always working with the most recent and most precise data nor from within your Salesforce company great 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 Use Campaign Monitor Templates

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed just yet this is a fantastic overview of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration 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 and that’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t worry we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can come back and view this in your How To Use Campaign Monitor Templates

 

own time and ensure you have actually got all the learnings and before we start the demo similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our vital professional business group and unrestricted our integration works at all but the important addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of 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 connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send an e-mail project 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 linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your service app syncing and prepared to send e-mail marketing campaigns in simply a few minutes there are likewise many other benefits to keeping your information constant 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise provide a couple of ideas on how to check safely and lastly how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign utilizing 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 merely 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 gain access to varies 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 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 but without the additional actions of visiting frequently or working across multiple web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Use Campaign Monitor Templates