Monitor Advocacy Campaign Performance 2022

Lets talk Monitor Advocacy Campaign Performance…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Monitor Advocacy Campaign Performance

the technical elements of the combination software application our collaboration with campaign displays is over 10 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 addressing your questions great thanks Ross and say a couple of more individuals have actually just 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 minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the topic of the number of of you men out there are existing customers 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 great to have so many people on the webinar can really see the responses coming in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like fine yeah I think that’s practically 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 adapter so that’s really fantastic to see yeah and a little bit of a curiosity going on so some people are simply seeking to understand more and yeah somebody wanting to connect so yeah that’s truly informative which actually assists us make sure 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 port is called we need to take a couple of 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 primary email marketing at for Salesforce largely due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send email projects and measure the results immediately syncing your data in between these two effective apps suggests that you’re constantly working with the most recent and most accurate information nor from within your Salesforce organization great thanks employer and so 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? Monitor Advocacy Campaign Performance

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact 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 setup and the initial 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 simply a moment even if you do not have actually the combination set up just yet this is a fantastic summary of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can return and see this in your Monitor Advocacy Campaign Performance

 

own time and make sure you’ve got all the learnings and before we start the demo similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our vital professional enterprise group and limitless our combination operates at all but the essential addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a detailed demo of whatever that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in simply a couple of minutes there are also numerous other advantages to keeping your information constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and specify recipients and send an email project and view results we’ll likewise offer a few pointers on how to evaluate securely and lastly how to call the Beaufort 12 assistance 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 simply connected to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you might just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit and use 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 steps of logging in frequently or working throughout numerous browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Monitor Advocacy Campaign Performance