Little Green Light Campaign Monitor 2022

Lets talk Little Green Light Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Little Green Light Campaign Monitor

the technical elements of the combination software application our partnership with campaign screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and say a few more participants have just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of individuals on the webinar can truly see the answers coming in thick and quick we’re getting a little a trend 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 appear like well pretty much everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like fine yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s truly excellent to see yeah and a bit of an interest going on so some individuals are just looking to know more and yeah somebody seeking to connect so yeah that’s actually insightful and that really assists us make sure we kind of tailor this to the right 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 adapter is called we must take a few moments 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and determine the outcomes instantly syncing your information in between these 2 powerful apps indicates that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization terrific thanks manager and so just sailor to enter into a bit more information 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? Little Green Light Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demo is the preliminary admin and the actual installation 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 just a moment even if you do not have the combination installed right now this is a great introduction of crucial 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 more 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 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 include your concerns 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 beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated 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 fret we’re tape-recording this webinar so we’ll the top 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 see this in your Little Green Light Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we begin the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our important expert enterprise group and limitless our combination operates at all but the necessary addition it’s also where self was traditional and the newer 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send 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 organization app syncing and ready to send out email marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data constant in 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send an email campaign and view results we’ll likewise supply a couple of ideas on how to test securely and finally how to contact the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually eager 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may only be able 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 most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the extra steps of visiting regularly or working across numerous web browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Little Green Light Campaign Monitor