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Lets talk Hyperlink To Email Campaign Monitor Button…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Hyperlink To Email Campaign Monitor Button

the technical elements of the integration software our partnership with campaign displays 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 answering your questions great thanks Ross and say a couple of more participants have actually simply shown up 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 few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to know a bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the subject of the number of of you men out there are existing clients 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 type of things so Wow it’s terrific to have a lot of individuals on the webinar can really see the responses coming in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well basically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like alright yeah I think that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually great to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah someone aiming to link so yeah that’s actually informative which actually helps us make sure 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 connector is called we need 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 primary email marketing at for Salesforce mainly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and determine the results immediately syncing your data between these 2 powerful apps implies that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company great thanks manager therefore just sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re also going to provide 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 signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demo is the initial admin and the actual installation setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the integration installed just yet this is a fantastic overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re 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 more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Hyperlink To Email Campaign Monitor Button

 

own time and make sure you’ve got all the learnings and prior to we start the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential expert enterprise group and endless our integration works at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send out e-mail marketing campaigns in just a couple of minutes there are likewise numerous other advantages to keeping your information 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce 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 email campaign and view results we’ll likewise offer a couple of pointers on how to check safely and finally how to contact the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really eager to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re 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 consents from me you might 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 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 like if you logged into the account directly through campaign monitor comm however without the extra steps of visiting often or working throughout several web browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Hyperlink To Email Campaign Monitor Button