Ninja Forms Campaign Monitor 2022

Lets talk Ninja Forms Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Ninja Forms Campaign Monitor

the technical elements of the integration software application our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to know a bit about you men are a quick survey so I’m just going to release that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have numerous people on the webinar can truly see the answers being available in thick and fast we’re getting a little bit of a trend 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 fine looks like well basically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like alright yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are currently using the port so that’s really great to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah somebody wanting to connect so yeah that’s really informative which actually helps us make certain 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 port 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 better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send email projects and measure the results automatically syncing your information in between these 2 powerful apps indicates that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company excellent thanks employer therefore simply sailor to enter 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? Ninja Forms Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination set up right now this is a fantastic overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however 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 which’s the starting 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 third simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re 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 more once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Ninja Forms Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we begin the demonstration much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our necessary professional business group and endless our combination operates at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your organization app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is saving 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 using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a couple of suggestions on how to evaluate safely and finally how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an e-mail 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 simply 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 approvals 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the extra steps of logging in frequently or working across several internet browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Ninja Forms Campaign Monitor