Insight Campaign Monitor 2022

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

the technical aspects of the integration software our collaboration with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and state a few more participants have actually simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you men 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 type of things so Wow it’s fantastic to have many people on the webinar can actually see the answers being available in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright appear like well pretty much everyone has voted so if you wish to use the survey 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 pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s truly fantastic to see yeah and a bit of an interest going on so some people are just looking to know more and yeah somebody looking to connect so yeah that’s truly informative and that really assists us make certain we sort 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 port is called we must take a few 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 top e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send e-mail projects and determine the outcomes automatically syncing your data in between these two powerful apps indicates that you’re constantly working with the latest and most precise information nor from within your Salesforce company fantastic thanks employer and so simply sailor to enter into a bit more detail 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? Insight Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer 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 begin by answering some questions that you sent out in when you registered so we’ll have those up on screen too 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 in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the real setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination set up just yet this is a terrific introduction of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later 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 to the demonstration now which has actually been taped by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated 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 figured 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 come back and enjoy this in your Insight Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we kick off the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our necessary expert enterprise group and endless our integration works at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and ready to send e-mail marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your information consistent in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll also supply a few ideas on how to test securely and finally how to get in touch with the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building 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 however without the additional actions of visiting frequently or working throughout numerous internet browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Insight Campaign Monitor