Monitoring A Marketing Campaign 2022

Lets talk Monitoring A Marketing Campaign…Hi everyone and thank you so much for joining us today on learn 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 campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services 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 everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Monitoring A Marketing Campaign

the technical elements of the integration software our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of more individuals have just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and learning and about 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 a lot of individuals on the webinar can truly see the answers can be found in thick and quickly we’re getting a 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 practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like alright yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already utilizing the adapter so that’s really fantastic to see yeah and a bit of an interest going on so some people are just wanting to know more and yeah somebody seeking to link so yeah that’s actually insightful and that truly assists us make sure 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 adapter is called we should take a couple of minutes to inform 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 email marketing at for Salesforce mainly due to its easy setup and detailed set of features 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 information in between these 2 effective apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company fantastic thanks employer and so just sailor to go into a little 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? Monitoring A Marketing Campaign

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 actually 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 get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed just yet this is a terrific summary of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however 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 demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various elements 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 worry we’re tape-recording 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’ve done that so it’ll remain in your inbox so you can come back and view this in your Monitoring A Marketing Campaign

 

own time and make sure you have actually got all the learnings and before we kick off the demonstration just like 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 probably know our vital expert business group and unrestricted our combination works 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 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your data constant in 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 produce custom fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise provide a couple of suggestions on how to evaluate securely and finally how to get in touch with the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really eager to sync our data then send our an email project utilizing campaign monitor to get you orientated we remain 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 permissions from me you may just have the ability to see campaign monitor if your gain access to 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 the majority of our setup an email structure today

with this campaign monitor tab you can log in 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 visiting often or working across several web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Monitoring A Marketing Campaign