Kristina Koller Campaign Monitor 2022

Lets talk Kristina Koller Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to use 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 till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Kristina Koller Campaign Monitor

the technical elements of the combination software our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have so many people on the webinar can actually see the responses being available in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay appear like well pretty much everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody looking to link so yeah that’s really informative and that actually helps us make certain we kind of tailor this to the right 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 need to take a few minutes to tell 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 top e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features 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 outcomes automatically syncing your data between these two effective apps indicates that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization fantastic thanks manager therefore simply sailor to enter 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? Kristina Koller Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that stated we do ever help 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 combination set up just yet this is a terrific summary of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd 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 figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Kristina Koller Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we start the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our vital expert enterprise group and endless our integration works at all but the important addition it’s likewise where self was traditional and the newer lightening 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 using campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send email marketing projects in simply a couple of minutes there are likewise lots of 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 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 particular time develop an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise supply a couple of suggestions on how to test securely and finally how to call the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you might just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing most 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 same as if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting frequently or working throughout numerous internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Kristina Koller Campaign Monitor