Hubspot Campaign Monitor 2022

Lets talk Hubspot Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Hubspot Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign 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 addressing your concerns great thanks Ross and say a few more participants have simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to understand a little bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still looking and finding out and about 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 many individuals on the webinar can actually see the responses can be found in thick and quick we’re getting a bit of a pattern however 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 looks like well pretty much everyone has voted so if you wish to utilize the poll 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 believe that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the connector so that’s really great to see yeah and a little bit of an interest going on so some people are simply looking to know more and yeah somebody seeking to connect so yeah that’s really insightful and that truly helps us make certain we sort 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 must take a few minutes to inform 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 primary email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and determine the outcomes immediately syncing your data in between these 2 effective apps suggests that you’re constantly working with the current and most precise information nor from within your Salesforce company great 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? Hubspot Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because 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 actually look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed right now this is an excellent introduction of crucial functions 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 a few 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 on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add 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 starting 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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not fret 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 remain in your inbox so you can come back and watch this in your Hubspot Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we kick off the demo 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 understand our necessary professional enterprise group and endless our combination operates at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your business app syncing and all set to send email marketing projects in simply a few minutes there are also lots of other advantages to keeping your data consistent between your serum and e-mail 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 utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise offer a couple of tips on how to test safely and finally how to get in touch with the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really keen to sync our data then send our an email project using 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 however if you have various 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 update your approvals 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 log in 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 steps of logging in frequently or working throughout multiple internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Hubspot Campaign Monitor