Liquid Campaign Monitor 2022

Lets talk Liquid Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Liquid Campaign Monitor

the technical elements of the integration software our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a couple of more individuals have simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent 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 a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine looks like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like alright yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the adapter so that’s really excellent to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody wanting to link so yeah that’s truly informative and that actually helps us make certain we type 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 using cm4 SF the adapter is called we must 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail campaigns and measure the outcomes immediately syncing your data in between these 2 powerful apps indicates that you’re constantly working with the current and most accurate information nor from within your Salesforce organization terrific thanks manager therefore simply sailor to go into a bit more information 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? Liquid Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to begin 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 as well so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is an excellent summary of essential 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 a few of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 different elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress 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’ve done that so it’ll be in your inbox so you can return and see this in your Liquid Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we start the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our important expert enterprise group and unlimited our integration works at all but the important addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be using 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 number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send an e-mail project with campaign monitor using existing customer 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 information and send an email project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are likewise many other advantages to keeping your data constant in 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you might just 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building 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 directly by means of campaign monitor comm but without the additional actions of visiting regularly or working throughout several web browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Liquid Campaign Monitor