Image For Divider Campaign Monitor 2022

Lets talk Image For Divider Campaign Monitor…Hi everyone and thank you a lot 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 might not know completely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Image For Divider Campaign Monitor

the technical elements of the integration software application our collaboration with project displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more participants have just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick survey so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of people on the webinar can actually see the responses being available in thick and quick we’re getting a little bit of 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 okay appear like well basically everybody 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 outcomes look like all right yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the port so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to understand more and yeah someone aiming to connect so yeah that’s truly insightful and that truly helps us make sure 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 need to take a few moments to tell you a 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 email marketing at for Salesforce mostly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail projects and measure the outcomes immediately syncing your data in between these 2 powerful apps indicates that you’re always dealing with the most recent and most precise information nor from within your Salesforce company excellent thanks manager and so simply 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

What is a good open rate for email 2020? Image For Divider Campaign Monitor

you know lasts about 15 minutes we’re also going to provide 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 answering some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we survive 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 question thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration 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 do not have the integration installed right now this is a terrific summary of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Image For Divider Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we start the demonstration similar to to say 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 necessary expert enterprise group and unlimited our integration works at all but the essential addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 simple it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer information 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 steps to sync your data and send an email project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send email marketing campaigns in just a few minutes there are likewise numerous other benefits to keeping your data constant between your serum and email marketing platform not the least of which is saving 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 using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send an email campaign and view results we’ll also provide a few ideas on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support team must you have any concerns 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 eager to sync our data then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may just be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the additional actions of visiting frequently or working across numerous internet browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Image For Divider Campaign Monitor