Morning Brew Campaign Monitor 2022

Lets talk Morning Brew Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Morning Brew Campaign Monitor

the technical elements of the integration software our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions great thanks Ross and state a couple of more individuals have actually just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to understand a little bit about you men are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have many people on the webinar can truly see the responses can be found in thick and fast we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like okay yeah I think that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s actually 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 aiming to link so yeah that’s really insightful and that really assists us make sure we kind 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 connector is called we must take a few minutes to tell you a bit more about what it is I think 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 largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out e-mail campaigns and measure the results automatically syncing your data between these two powerful apps implies that you’re constantly working with the current and most accurate information nor from within your Salesforce organization terrific thanks manager and so simply sailor to go 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? Morning Brew Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 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 question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination set up right now this is a fantastic overview of crucial features and finest 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 methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-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 stated it’s going to last for just on the 3rd simply 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 sorted 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 view this in your Morning Brew Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we begin the demonstration much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our necessary expert enterprise group and unlimited our combination operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to 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 port by Beaufort 12 is a top email 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 objective will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and ready to send email marketing campaigns in just a few minutes there are also lots of other benefits to keeping your information consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise offer a few pointers on how to test safely and finally how to contact the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really keen to sync our information then send our an email campaign 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 merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might only 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 update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure 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 via campaign monitor comm but without the extra actions of visiting frequently or working throughout numerous web browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Morning Brew Campaign Monitor