Nicole Bradshaw Campaign Monitor 2022

Lets talk Nicole Bradshaw Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Nicole Bradshaw Campaign Monitor

the technical aspects of the combination software application our collaboration with project displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions great thanks Ross and state a few more participants have simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to know a little bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the answers coming in thick and fast 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 anonymous so please do feel free to vote alright looks like well practically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes 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 currently using the adapter so that’s truly terrific to see yeah and a bit of an interest going on so some people are simply seeking to know more and yeah somebody aiming to connect so yeah that’s actually insightful which actually assists us make sure we kind of tailor this to the right 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 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 top email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out e-mail campaigns and measure the outcomes automatically syncing your data in between these 2 effective apps indicates that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company excellent thanks manager 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? Nicole Bradshaw Campaign Monitor

you understand 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 start by answering some concerns 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 actually got two slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we get through 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 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 help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up right now this is a great summary of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier and that’s the starting 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 just on the 3rd just 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 leading and tail it and get it all sorted 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 return and view this in your Nicole Bradshaw Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we start the demonstration similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary professional business group and unrestricted our combination operates at all but the vital addition it’s also 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 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and ready to send out email marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your data consistent in 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send an email project and view results we’ll also provide a couple of ideas on how to test safely and finally how to contact the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an e-mail campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may just 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building 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 via campaign monitor comm however without the extra steps of logging in frequently or working throughout multiple internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Nicole Bradshaw Campaign Monitor