Microsoft Flow Campaign Monitor 2022

Lets talk Microsoft Flow Campaign Monitor…Hi everyone 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 might not know totally about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Microsoft Flow Campaign Monitor

the technical aspects of the combination software application our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and say a couple of more participants have actually simply shown up so yeah you’re just 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 moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you men are a quick survey 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 type of stuff so Wow it’s fantastic to have many people on the webinar can actually see the answers can be found in thick and quick we’re getting a little 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 appear like well basically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s really excellent to see yeah and a bit of an interest going on so some individuals are simply wanting to understand more and yeah someone looking to link so yeah that’s really insightful which actually assists us ensure we kind 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 few minutes to tell 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the results automatically syncing your data in between these two powerful apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company great thanks boss therefore just 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? Microsoft Flow Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with utilizing 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 also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed right now this is a fantastic overview of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later but 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 to the demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different aspects 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 fret we’re taping this webinar so we’ll the top and tail it and get it all figured 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 return and enjoy this in your Microsoft Flow Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we start the demonstration similar to to say 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 understand our necessary expert business group and limitless our combination operates at all but the important addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing 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 email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email marketing campaigns in simply a couple of minutes there are likewise numerous other advantages to keeping your information constant between your serum and email marketing platform not the least of which is saving 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 develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise offer a few suggestions on how to test securely and finally how to call the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we’re 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 however if you have various permissions from me you may just 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm but without the extra steps of logging in frequently or working throughout several web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Microsoft Flow Campaign Monitor