Monitor Digital Campaign 2022

Lets talk Monitor Digital Campaign…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to 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 similar to to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Monitor Digital Campaign

the technical aspects of the combination software application our collaboration with campaign screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions excellent thanks Ross and say a few more individuals have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you people 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 things so Wow it’s fantastic to have so many individuals 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 confidential so please do feel free to vote all right looks like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like okay yeah I believe that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the port so that’s truly fantastic to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah someone aiming to connect so yeah that’s really insightful which truly 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 utilizing cm4 SF the adapter is called we should 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail projects and determine the results immediately syncing your information in between these two powerful apps means that you’re always working with the current and most accurate data nor from within your Salesforce company great thanks boss and so 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? Monitor Digital Campaign

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 questions and we’ve in fact got two slides worth of those so you might find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the real installation 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 just a moment even if you do not have actually the combination set up right now this is a great summary of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-recording 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 two once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Monitor Digital Campaign

 

own time and make sure you have actually 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 probably know our vital expert business group and unlimited our combination operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your business app syncing and ready to send out email marketing campaigns in just a couple of minutes there are also lots of other benefits to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise supply a couple of suggestions on how to evaluate securely and lastly how to call the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly eager 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 as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the additional actions of visiting often or working throughout numerous internet browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Monitor Digital Campaign