Martin Choluj Linkedin Campaign Monitor 2022

Lets talk Martin Choluj Linkedin Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might 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 to start with my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Martin Choluj Linkedin Campaign Monitor

the technical elements of the combination software our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a couple of more individuals have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you people are a quick poll so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of people on the webinar can actually see the responses coming in thick and quick we’re getting a little bit of 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 okay appear like well basically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s really great to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah somebody looking to connect so yeah that’s really informative and that really assists us make certain we sort of tailor this to the ideal 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 connector is called we should take a couple of moments to tell 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send e-mail projects and determine the outcomes immediately syncing your data in between these 2 powerful apps suggests that you’re always working with the latest and most accurate information nor from within your Salesforce organization great thanks employer therefore simply 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? Martin Choluj Linkedin Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply 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 start by responding to some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you may discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a terrific overview of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different components 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 do not fret we’re taping 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 be in your inbox so you can come back and see this in your Martin Choluj Linkedin Campaign Monitor

 

own time and ensure you have actually got all the learnings and before we begin the demo just like to state a few 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 necessary professional business group and unlimited our integration operates 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 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 using 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 effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using existing customer information in Salesforce we’ll start from 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 information and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in just a few minutes there are also many other benefits to keeping your information constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise supply a couple of ideas on how to check safely and lastly how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really keen to sync our data then send our an email project using campaign monitor to get you orientated we’re 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 but if you have various approvals from me you might just 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 building 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 however without the extra actions of visiting often or working across multiple browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Martin Choluj Linkedin Campaign Monitor