Ip Campaign Monitor 2022

Lets talk Ip Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Ip Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign screens is over 10 years old so myself and my group 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 excellent thanks Ross and say a few more participants have simply arrived 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 couple of moments time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have so many people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well basically everyone 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 outcomes look like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are just aiming to understand more and yeah someone aiming to connect so yeah that’s truly informative which truly assists us ensure 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 adapter is called we ought to take a couple of moments to tell 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 number one e-mail 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 manage your client data send out email projects and determine the results immediately syncing your information between these two powerful apps suggests that you’re always working with the most recent and most accurate data nor from within your Salesforce company great thanks boss and so simply sailor to go into a little 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? Ip Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you might discover that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever assist 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 set up just yet this is a great summary of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance 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 demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t stress 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 2 once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Ip Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we begin the demo much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our essential professional business group and unlimited our integration operates 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 familiar 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 connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing subscriber data 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 information and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send email marketing projects in just a couple of minutes there are also numerous other benefits to keeping your data consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and define receivers and send an e-mail project and view results we’ll also offer a couple of pointers on how to evaluate securely and lastly how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various consents 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the extra steps of logging in regularly or working throughout several browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Ip Campaign Monitor