In Campaign Monitor How Can You Link Another Newsletter 2022

Lets talk In Campaign Monitor How Can You Link Another Newsletter…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 everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle In Campaign Monitor How Can You Link Another Newsletter

the technical elements of the integration software application our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns excellent thanks Ross and state a couple of more participants have just shown up 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 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 poll 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 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 things so Wow it’s fantastic to have a lot of individuals on the webinar can really see the responses coming in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well basically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like fine yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s really great to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah somebody wanting to link so yeah that’s truly insightful and that actually assists us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we need to take a couple of minutes to inform you a little 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 e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and measure the outcomes instantly syncing your data in between these two effective apps suggests that you’re constantly working with the current and most precise information nor from within your Salesforce organization fantastic thanks manager and so just 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? In Campaign Monitor How Can You Link Another Newsletter

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed right now this is a great introduction of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes 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 over to the demo now which has actually been recorded by Ross earlier and that’s the getting started 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 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re 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 In Campaign Monitor How Can You Link Another Newsletter

 

own time and make sure you have actually got all the learnings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our important professional business group and unrestricted our integration operates at all but the essential addition it’s likewise where self was timeless and the newer lightening user 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 demonstration 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 basic it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t an extensive demo of everything that you can do it will show you how you can get your business app syncing and ready to send out email marketing campaigns in just a few minutes there are also numerous other advantages to keeping your data constant 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 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 particular time create an email campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also provide a few pointers on how to test safely and lastly how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might only be able 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting frequently or working across numerous web browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you In Campaign Monitor How Can You Link Another Newsletter