Multibuilds Campaign Monitor 2022

Lets talk Multibuilds Campaign Monitor…Hi everyone 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 seeing as everyone that’s joining us might not know completely about project 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 rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Multibuilds Campaign Monitor

the technical elements of the combination software our partnership with project screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering 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 just getting underway and we’re going to start entering the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you people out there are existing clients 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 sort of things so Wow it’s excellent to have so many individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well basically everybody has actually voted so if you wish to use 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 alright yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the connector so that’s really excellent to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody wanting to connect so yeah that’s really informative which actually helps us ensure we kind 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 using cm4 SF the connector is called we should take a couple of moments to inform 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail campaigns and determine the outcomes automatically syncing your information between these 2 effective apps indicates that you’re constantly working with the current and most precise information nor from within your Salesforce organization fantastic thanks boss and so just sailor to enter into a little bit more detail 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? Multibuilds Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your concern 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 in fact look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up right now this is a fantastic introduction of key functions 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 about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components 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 any of the action do not 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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Multibuilds Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional enterprise group and unrestricted our integration operates at all but the necessary 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 regards to leads contacts campaigns 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor using existing customer data in Salesforce we’ll begin with 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 out an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise supply a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance team ought to 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 really keen to sync our information then send our an email campaign utilizing 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 however if you have various authorizations from me you may only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your authorizations 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra actions of visiting regularly or working throughout numerous browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Multibuilds Campaign Monitor