Insights Campaign Monitor 2022

Lets talk Insights Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular 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 campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Insights Campaign Monitor

the technical aspects of the integration software our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and say a couple of more participants have actually just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a little bit about you men are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have so many individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a 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 all right appear like well basically everyone has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like all right yeah I believe 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 port so that’s truly great to see yeah and a little bit of a curiosity going on so some people are just seeking to understand more and yeah somebody looking to connect so yeah that’s actually insightful which truly assists us ensure we kind of tailor this to the best 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 adapter is called we should take a couple of minutes to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email campaigns and determine the outcomes immediately syncing your information in between these 2 powerful apps suggests that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company excellent thanks boss 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 demonstration which is

What is a good open rate for email 2020? Insights Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview of how to get going 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 as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through 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 won’t be covering in today’s demo is the real setup and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed just yet this is a terrific summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the methods 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 won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Insights Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we start the demo similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our important expert business group and unrestricted our combination works at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted 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 adapter by Beaufort 12 is a number one 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 objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your service app syncing and all set to send out email marketing projects in simply a couple of minutes there are likewise numerous other advantages to keeping your data consistent 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 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 information synced for a specific time develop an email project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise supply a few pointers on how to test safely and finally how to get in touch with the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly eager to sync our information then send our an email campaign utilizing 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 but if you have various authorizations from me you may only 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 permissions 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 exactly the like if you logged into the account directly through campaign monitor comm but without the additional actions of logging in frequently or working throughout multiple internet browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Insights Campaign Monitor