Insert Table Of Contents Campaign Monitor 2022

Lets talk Insert Table Of Contents Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Insert Table Of Contents Campaign Monitor

the technical elements of the integration software our partnership with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns great thanks Ross and state a couple of more participants have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have many people on the webinar can truly see the responses being available in thick and quick we’re getting a bit of a trend but 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 pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like fine yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s truly fantastic to see yeah and a bit of an interest going on so some people are just seeking to know more and yeah someone wanting to link so yeah that’s actually insightful and that actually assists us make certain we type of tailor this to the right 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 connector is called we must take a few 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 top e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and determine the results instantly syncing your data in between these two powerful apps suggests that you’re always dealing with the latest and most precise information nor from within your Salesforce organization great thanks employer therefore simply sailor to go into a little 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? Insert Table Of Contents Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent 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 two slides worth of those so you may find that your question will be covered because Q&A session but 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 include your question thank you and so one thing we won’t be covering in today’s demo is the actual installation and the initial admin 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 just a minute even if you don’t have the integration set up right now this is an excellent introduction of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on however 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 over to the demonstration now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re 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 more once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Insert Table Of Contents Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we begin the demonstration much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our essential expert business group and unlimited our integration works at all but the essential addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send email marketing projects in just a couple of minutes there are also many other advantages to keeping your information consistent 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 using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also provide a couple of pointers on how to check securely and lastly 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 say that we have actually just linked 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 just called campaign monitor I’m seeing this as an admin however if you have various approvals 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional actions of logging in often or working across multiple internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Insert Table Of Contents Campaign Monitor