Making Side By Side Email Campaign Monitor 2022

Lets talk Making Side By Side Email Campaign Monitor…Hi everybody and thank you a lot 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 may not know totally about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Making Side By Side Email Campaign Monitor

the technical aspects of the integration software application our collaboration with project displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and say a couple of more individuals have just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to know a little bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have so many people on the webinar can really see the responses being available in thick and fast we’re getting a little bit of 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 okay looks like well basically everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like all right yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the port so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody looking to link so yeah that’s truly informative and that really helps us ensure we type of tailor this to the ideal 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 moments to inform you a little 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 mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the results automatically syncing your data between these 2 powerful apps means that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization great thanks manager therefore simply sailor to enter into a 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? Making Side By Side Email Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to get going 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 registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may find that your concern will be covered in that Q&A session however so as we make it through 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 and so something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed just yet this is a fantastic introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to improve 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 occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the beginning 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 simply on the third just on the 15 minutes so and if you do miss out on any of the action don’t worry 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 two once we have actually done that so it’ll remain in your inbox so you can return and watch this in your Making Side By Side Email Campaign Monitor

 

own time and ensure you have actually got all the learnings 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 offered as you will most likely know our necessary professional business group and limitless our integration works at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data 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 service app syncing and prepared to send e-mail marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is saving 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 produce customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and specify recipients and send an email campaign and view results we’ll also supply a couple of pointers on how to check safely and lastly how to call the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may only 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 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 straight by means of campaign monitor comm however without the additional actions of logging in frequently or working throughout numerous browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Making Side By Side Email Campaign Monitor