Is Campaign Monitor A Marketing Automation 2022

Lets talk Is Campaign Monitor A Marketing Automation…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know totally about project well till all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Is Campaign Monitor A Marketing Automation

the technical elements of the combination software our partnership with campaign monitors 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 demonstration today and addressing your concerns excellent thanks Ross and say a few more individuals have simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of individuals on the webinar can actually see the answers can be found in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well basically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like alright yeah I think that’s basically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually great to see yeah and a bit of an interest going on so some people are just looking to understand more and yeah someone seeking to connect so yeah that’s actually insightful and that truly assists us make sure we sort 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 port is called we should take a couple of minutes to inform you a little 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 top e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email projects and measure the outcomes automatically syncing your data in between these 2 effective apps means that you’re always working with the current and most accurate data nor from within your Salesforce organization excellent thanks manager and so just sailor to enter into a 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? Is Campaign Monitor A Marketing Automation

you understand lasts about 15 minutes we’re also 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 begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 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 concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that said we do ever assist 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 integration set up just yet this is a great overview of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo 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 taped by Ross earlier which’s the getting going 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 3rd 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 figured out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Is Campaign Monitor A Marketing Automation

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and ensure you’ve got all the learnings and prior to we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our vital professional business group and unrestricted our integration operates at all but the important addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects 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 port by Beaufort 12 is a top e-mail 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 goal will be to send 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 simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your service app syncing and all set to send e-mail marketing campaigns in just a couple of minutes there are also many 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 create custom fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a few pointers on how to check securely and lastly how to get in touch with the Beaufort 12 assistance group ought 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 keen to sync our information then send our an e-mail project using 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 simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the additional steps of visiting regularly or working across multiple web browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Is Campaign Monitor A Marketing Automation