J&J Agencies Campaign Monitor 2022

Lets talk J&J Agencies Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage J&J Agencies Campaign Monitor

the technical elements of the combination software our partnership with campaign displays is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to understand a bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have a lot of individuals on the webinar can truly see the responses coming 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 anonymous so please do feel free to vote okay looks like well basically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like okay 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 really terrific to see yeah and a bit of an interest going on so some people are just aiming to know more and yeah somebody looking to link so yeah that’s actually insightful and that truly helps us make certain we sort 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 port is called we ought to take a few moments to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send e-mail projects and measure the results immediately syncing your data in between these 2 powerful apps means that you’re constantly working with the current and most accurate information nor from within your Salesforce organization fantastic thanks boss 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 demo which is

What is a good open rate for email 2020? J&J Agencies Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really 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 demo is the actual installation and the initial admin setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up just yet this is an excellent summary of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that comes 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 over to the demo 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 just on the third just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re tape-recording 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 have actually done that so it’ll be in your inbox so you can come back and view this in your J&J Agencies Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we start the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our essential expert enterprise group and limitless our combination works at all but the necessary addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using 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 primary 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 demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in just a couple of minutes there are likewise many other advantages to keeping your information constant in 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 produce custom fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also offer a few pointers on how to test safely and finally how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually 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 however if you have different consents from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals 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 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 additional steps of visiting often or working across multiple internet 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 J&J Agencies Campaign Monitor