Intercom Campaign Monitor 2022

Lets talk Intercom Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Intercom Campaign Monitor

the technical aspects of the combination software our collaboration with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more participants have actually 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 but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have many individuals on the webinar can truly see the answers can be found in thick and quick we’re getting a little bit of 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 all right looks like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like all right yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are simply looking to know more and yeah someone wanting to link so yeah that’s really informative which actually helps 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 couple of moments 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and determine the results immediately syncing your information in between these two effective apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company great thanks manager therefore simply sailor to go into a 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? Intercom Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns 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 in fact got two slides worth of those so you might discover that your concern will be covered because 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 really look the Q&A panel at the bottom to add in your question thank you and so something we won’t 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 preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is a terrific summary of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize 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 but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the beginning 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 just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping this webinar so we’ll the leading and tail it and get it all sorted 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 view this in your Intercom Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we begin the demo similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our necessary expert enterprise group and unlimited our integration works at all but the necessary addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector 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 demonstration our goal 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 just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing campaigns in just a few minutes there are also lots of other advantages to keeping your information constant in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise offer a few pointers on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign utilizing 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 but if you have different authorizations from me you might only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 precisely the like if you logged into the account directly through campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Intercom Campaign Monitor