How To Use Campaign Monitor 2022

Lets talk How To Use Campaign Monitor…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 seeing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Use Campaign Monitor

the technical elements of the combination software our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a few more individuals have simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes 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 men are a fast survey so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have so many people on the webinar can really see the answers coming in thick and quick we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well practically everyone has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like okay yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are just seeking to know more and yeah someone wanting to link so yeah that’s actually insightful and that truly helps us make sure we kind of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we must take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail projects and determine the results immediately syncing your data in between these two powerful apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce company excellent thanks boss and so simply sailor to enter into a little 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

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent 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 2 slides worth of those so you might discover that your question 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 concern thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up right now this is a terrific introduction of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later 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 concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not 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 2 once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your How To Use Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we start the demonstration just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our necessary professional enterprise group and unrestricted our combination 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 most likely acquainted with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send out email marketing projects in simply a few minutes there are also numerous other benefits to keeping your information 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise provide a few suggestions on how to check safely and lastly how to contact the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly 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 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 different approvals from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the additional actions of logging in often or working throughout multiple internet browser tabs let’s move on 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