Marketing Automation With Campaign Monitor 2022

Lets talk Marketing Automation With Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Marketing Automation With Campaign Monitor

the technical elements of the combination software application our partnership with project monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and say a few more participants have just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing customers 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 stuff so Wow it’s terrific to have many individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well basically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like okay yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s really great to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah someone wanting to connect so yeah that’s really insightful which really helps us make sure we kind 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 utilizing cm4 SF the connector is called we should take a couple of moments 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 mainly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and determine the outcomes automatically syncing your data between these 2 effective apps implies that you’re always working with the current and most precise information nor from within your Salesforce organization fantastic thanks boss and so just sailor to go 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? Marketing Automation With Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your concern will be covered because Q&A session but so as we make it through 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 concern thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a great summary of crucial features 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 learn about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration 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 which’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping this webinar so we’ll the top 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 remain in your inbox so you can come back and see this in your Marketing Automation With Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our essential professional enterprise group and unrestricted our combination works at all but the vital addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns 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 top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing campaigns in simply a few minutes there are likewise many other benefits 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise supply a couple of ideas on how to evaluate securely and finally how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly eager to sync our data then send our an email project utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals 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 update your permissions 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 visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra actions of visiting frequently or working throughout numerous web browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Marketing Automation With Campaign Monitor