Linkedin Steven Musche Campaign Monitor Pty Ltd 2022

Lets talk Linkedin Steven Musche Campaign Monitor Pty Ltd…Hi everybody and thank you so much 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 totally about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Linkedin Steven Musche Campaign Monitor Pty Ltd

the technical aspects of the combination software our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions great thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have a lot of people on the webinar can truly see the answers being available 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 feel free to vote alright looks like well pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like fine yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently using the port so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody wanting to link so yeah that’s actually insightful and that really assists us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re going 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 think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and measure the outcomes automatically syncing your data between these 2 effective apps implies that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce organization great thanks manager 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? Linkedin Steven Musche Campaign Monitor Pty Ltd

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen too 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 but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the real installation setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now this is a terrific introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress 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 watch this in your Linkedin Steven Musche Campaign Monitor Pty Ltd

 

own time and ensure you have actually got all the knowings and before we kick off the demo similar to to state a few 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 necessary expert enterprise group and endless our combination works at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to 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 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 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 simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your data constant between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise offer a few tips on how to test securely and lastly how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually eager to sync our information then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might 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 update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in regularly or working throughout multiple internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Linkedin Steven Musche Campaign Monitor Pty Ltd