Integration With Campaign Monitor 2022

Lets talk Integration With Campaign Monitor…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 everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is rough 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 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 everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Integration With Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions fantastic thanks Ross and say a couple of more participants have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute 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 simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have so many individuals on the webinar can truly see the responses being available in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like fine yeah I believe that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s truly excellent to see yeah and a little bit of an interest going on so some people are simply aiming to understand more and yeah someone wanting to link so yeah that’s truly insightful which truly helps us make sure we type of tailor this to the ideal 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 adapter is called we should take a few minutes to tell you a little 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 top email marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail campaigns and determine the outcomes automatically syncing your information between these 2 effective apps indicates that you’re always working 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 information 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? Integration With Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary 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 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 really got two slides worth of those so you may find that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a fantastic overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to enhance 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 on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated 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 top 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 come back and see this in your Integration With Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we begin the demo just like to say 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 know our necessary professional business group and unrestricted our combination works at all but the essential addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration 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 simply been installed 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 thorough demo of everything that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing projects in just a couple of minutes there are likewise numerous other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll likewise supply a few suggestions on how to evaluate securely and lastly 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’ve simply linked to campaign monitor we’re truly keen to sync our data 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 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 approvals from me you might just have the ability 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 most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the additional actions of visiting frequently or working throughout several web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Integration With Campaign Monitor