How To Use Campaign Monitor With Squarespace 2022

Lets talk How To Use Campaign Monitor With Squarespace…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Use Campaign Monitor With Squarespace

the technical aspects of the integration software our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a few more participants have simply arrived so yeah you’re simply 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 however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing customers 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 great to have a lot of people on the webinar can actually see the answers coming in thick and quick we’re getting a little a trend however 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 appear like well practically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are simply looking to understand more and yeah somebody wanting to connect so yeah that’s truly informative and that really assists us make certain we type of tailor this to the best 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 need to take a few moments to tell you a little bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and measure the outcomes immediately syncing your data in between these two powerful apps means that you’re always working with the most recent and most accurate data nor from within your Salesforce organization excellent thanks employer therefore simply sailor to enter into a 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 With Squarespace

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed right now this is an excellent summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally 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 enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that comes 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 over to the demo now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects 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 do not stress we’re tape-recording 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’ve done that so it’ll be in your inbox so you can return and enjoy this in your How To Use Campaign Monitor With Squarespace

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely know our necessary expert enterprise group and limitless our integration works at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing 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 basic it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data constant between your serum and e-mail 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 develop customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also offer a few ideas on how to test safely and finally how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re really eager to sync our information 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional actions of logging in regularly or working across numerous web browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Use Campaign Monitor With Squarespace