Instagram Campaign Monitor 2022

Lets talk Instagram Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to 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 moment to introduce ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Instagram Campaign Monitor

the technical aspects of the combination software application 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 eagerly anticipating taking you through the presentation today and addressing your questions great thanks Ross and state a couple of more participants have just shown up so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a bit about you men are a fast poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have many people on the webinar can really see the answers being available 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 alright looks like well pretty much everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly excellent to see yeah and a bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody looking to link so yeah that’s truly informative which truly assists us ensure 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 using cm4 SF the adapter is called we need to take a couple of moments to inform you a 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 email marketing at for Salesforce mainly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail projects and determine the results immediately syncing your data between these 2 effective apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company terrific thanks manager therefore just sailor to go into a little 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? Instagram Campaign Monitor

you understand lasts about 15 minutes we’re also 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 begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern 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 will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed just yet this is an excellent introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but 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 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 elements 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 don’t fret we’re tape-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 two once we’ve done that so it’ll be in your inbox so you can return and watch this in your Instagram Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we start the demo similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our essential professional business group and endless our combination works at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns 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 adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a detailed demonstration 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 few minutes there are also many other advantages to keeping your data constant 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 using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also supply a few tips on how to check safely and finally how to get in touch with the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an email campaign using 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 simply 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 straight through campaign monitor comm but without the extra actions of visiting regularly or working across several browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Instagram Campaign Monitor