Live Chat Campaign Monitor 2022

Lets talk Live Chat Campaign Monitor…Hi everyone 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 seeing as everyone that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Live Chat Campaign Monitor

the technical aspects of the combination software our partnership with project screens is over 10 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 demonstration today and answering your questions excellent thanks Ross and state a couple of more participants have actually simply shown up 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 couple of minutes time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous people on the webinar can actually see the responses being available in thick and quick we’re getting a bit of a pattern 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 all right looks like well practically everyone has 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 results appear like fine yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually terrific to see yeah and a little bit of an interest going on so some people are simply looking to understand more and yeah someone wanting to link so yeah that’s truly informative which truly assists us make certain we type 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 should take a couple of minutes to tell you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and measure the results immediately syncing your data in between these 2 powerful apps implies that you’re always dealing with the latest and most accurate information nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter into a 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? Live Chat Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction 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 concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your concern will be covered because Q&A session but so as we get through 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 add in your concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration set up just yet this is a terrific overview of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated 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 currently covered yeah we will not 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 demonstration 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 and that’s the starting with campaign monitor for Salesforce which will cover the various 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 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 two once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Live Chat Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we start the demo similar to to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our vital professional enterprise group and limitless our combination works at all but the essential addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects 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 show you how easy it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send e-mail marketing campaigns in just a couple of minutes there are likewise numerous other advantages to keeping your information consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few pointers on how to test securely and finally how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really keen 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 along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may just be able to see campaign monitor if your access 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 e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the extra steps of logging in regularly or working across multiple browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Live Chat Campaign Monitor