Marketing Hub Campaign Monitor 2022

Lets talk Marketing Hub Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Marketing Hub Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions fantastic thanks Ross and say a few more individuals have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a little bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of individuals on the webinar can truly see the answers coming in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well practically everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like alright yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone seeking to connect so yeah that’s truly insightful and that really helps us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we need to 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 better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email projects and measure the outcomes automatically syncing your information in between these 2 powerful apps implies that you’re constantly working with the current and most accurate data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to go into a little 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? Marketing Hub Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an overview 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 responding to 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 questions and we’ve in fact got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we survive 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 therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed just yet this is an excellent summary of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to improve 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 on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting going 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording 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 two once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Marketing Hub Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably understand our important professional enterprise group and unrestricted our combination operates at all but the important addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your data 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 produce a customer 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 produce an e-mail campaign in campaign monitor and define receivers and send an email project and view results we’ll also offer a few suggestions on how to check safely and finally how to get in touch with the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents 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 update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting regularly or working across several internet browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Marketing Hub Campaign Monitor