Monitor Campaign Progress Against Scheduling And Costing 2022

Lets talk Monitor Campaign Progress Against Scheduling And Costing…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Monitor Campaign Progress Against Scheduling And Costing

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and state a few more participants have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little 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 people out there are existing consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have so many individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well practically everyone has voted so if you want to utilize 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 all right yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently using the port so that’s truly excellent to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone aiming to link so yeah that’s truly informative and that actually assists us make sure we type of tailor this to the right 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 adapter is called we need to take a few moments to tell you a little 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 e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send e-mail projects and measure the outcomes automatically syncing your data between these 2 effective apps implies that you’re always working with the most recent and most accurate information nor from within your Salesforce company excellent thanks manager therefore just sailor to enter 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? Monitor Campaign Progress Against Scheduling And Costing

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent 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 discover that your question will be covered in that Q&A session however so as we make it 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 and so one thing we won’t be covering in today’s demo is the initial admin and the real installation setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up right now this is a great introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to simplify 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 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the beginning 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 3rd simply on the 15 minutes so and if you do miss out on any of the action do not stress 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 more once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Monitor Campaign Progress Against Scheduling And Costing

 

own time and ensure you’ve got all the learnings and before we start the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our necessary professional enterprise group and endless our combination works at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects 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 adapter by Beaufort 12 is a number one e-mail 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 out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in just a couple of minutes there are also lots of other benefits to keeping your data 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also offer a few ideas on how to evaluate securely and lastly how to call the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our data then send our an email project using 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 just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you may 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 upgrade 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the additional steps of logging in regularly or working across multiple internet browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Monitor Campaign Progress Against Scheduling And Costing