Hubspot And Campaign Monitor Integration 2022

Lets talk Hubspot And Campaign Monitor Integration…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Hubspot And Campaign Monitor Integration

the technical aspects of the integration software application our partnership with project screens is over 10 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 demonstration today and answering your concerns great thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you guys are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous people on the webinar can actually see the answers coming in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well basically everyone has voted so if you want to use 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 pretty much everyone has voted there so thank you so much and here’s the results so what a lot of you are already utilizing the connector so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah someone looking to link so yeah that’s truly insightful which truly 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 utilizing cm4 SF the adapter is called we should take a few minutes 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting 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 in between these two effective apps indicates that you’re always working with the latest and most accurate information nor from within your Salesforce company great thanks employer and so just sailor to go 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? Hubspot And Campaign Monitor Integration

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might 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 actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed just yet this is an excellent summary of crucial 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 learn about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped 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 stated 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 fret we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted 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 Hubspot And Campaign Monitor Integration

 

own time and make certain you have actually got all the knowings and before we start 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 offered 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 newer 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 using campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail project 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 email marketing projects in simply a few minutes there are also many other benefits to keeping your data constant in 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of suggestions on how to check securely and finally how to call the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly keen 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 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 approvals 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 authorizations the campaign monitor lightning app is where we’ll be doing most 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 like if you logged into the account directly via campaign monitor comm but without the additional actions of visiting frequently or working across multiple browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Hubspot And Campaign Monitor Integration