Is Campaign Monitor A Crm 2022

Lets talk Is Campaign Monitor A Crm…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Is Campaign Monitor A Crm

the technical aspects of the combination software application our partnership with project monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a couple of more participants have actually simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to know a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the responses being available 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 anonymous so please do do not hesitate to vote all right looks like well basically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like all right yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s truly great to see yeah and a little bit of an interest going on so some people are simply aiming to know more and yeah someone seeking to link so yeah that’s actually insightful which actually helps us make sure we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we ought to take a couple of minutes to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email projects and measure the results immediately syncing your data between these 2 powerful apps implies that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization terrific thanks employer and so simply sailor to go into a little 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? Is Campaign Monitor A Crm

you understand lasts about 15 minutes we’re also going to supply 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 start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your question 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 add in your question thank you and so one thing we won’t be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination installed right now this is a great introduction of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the ways you can utilize it to improve 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 comes to mind 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 demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not 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 return and see this in your Is Campaign Monitor A Crm

 

own time and ensure you have actually got all the knowings and before we begin the demo similar to to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our vital professional enterprise group and endless our combination operates at all but the essential 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 knowledgeable about 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 utilizing campaign monitor for Salesforce this connector 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 demo our objective will be to send out an e-mail project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send out email marketing campaigns in simply a couple of minutes there are also lots of other benefits to keeping your data constant in 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 create 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 data synced for a specific time create an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise offer a few ideas on how to check safely and finally how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really eager to sync our data then send our an email project 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 different approvals from me you may only 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 update your consents 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the additional actions of logging in often or working throughout multiple browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Is Campaign Monitor A Crm