Navigation Bar Campaign Monitor 2022

Lets talk Navigation Bar Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know completely 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 first of all my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Navigation Bar Campaign Monitor

the technical elements of the integration software our partnership 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 eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a few more individuals have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a little bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients 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 terrific to have numerous individuals on the webinar can really see the answers being available in thick and fast 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 pretty much everyone has voted so if you wish 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 outcomes appear like alright yeah I believe that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the connector so that’s truly excellent to see yeah and a bit of an interest going on so some people are just looking to understand more and yeah somebody seeking to connect so yeah that’s really informative and that truly assists us make certain we kind 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 using cm4 SF the port is called we ought to take a couple of minutes to tell you a little 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 top email marketing at for Salesforce largely 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 client information send out email projects and determine the results automatically syncing your data in between these two powerful apps suggests that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce organization fantastic thanks employer and so just sailor to go into a 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? Navigation Bar Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer 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 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 may discover that your concern will be covered because Q&A session but 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 include your question thank you therefore something we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration set up just yet this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not fret 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 two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Navigation Bar Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we kick off the demo much like to state 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 most likely know our vital expert business group and unrestricted our integration operates at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with 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 port by Beaufort 12 is a number one 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 goal will be to send an e-mail project with campaign monitor utilizing existing customer 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 actions to sync your data and send out an e-mail project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing projects in simply a couple of minutes there are likewise numerous other benefits to keeping your data 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 custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise offer a couple of suggestions on how to test securely and finally how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may just be able to see campaign monitor if your access 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 e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the extra steps of visiting regularly or working throughout multiple web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Navigation Bar Campaign Monitor