Olapic Campaign Monitor 2022

Lets talk Olapic Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Olapic Campaign Monitor

the technical aspects of the integration software our partnership with project screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more participants have actually simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to understand a bit about you guys are a fast poll so I’m simply going to introduce 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 looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous people on the webinar can really see the responses can be found in thick and fast we’re getting a bit of a pattern however 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 looks like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s truly great to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah somebody aiming to connect so yeah that’s truly informative and that truly helps us ensure we sort of tailor this to the best 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 ought to take a couple of moments to tell 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 e-mail 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 campaigns and determine the results automatically syncing your information between these two effective apps indicates that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization terrific thanks boss therefore 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? Olapic Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two 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 include your concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that stated we do ever assist 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 actually the combination set up just yet this is a terrific summary of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that comes 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 over to the demo now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components 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 do not fret we’re tape-recording 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 have actually done that so it’ll remain in your inbox so you can return and see this in your Olapic Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demo similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our essential professional business group and endless our combination operates at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up 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 company app syncing and ready to send e-mail marketing projects in simply a few 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 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 utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and define receivers and send out an email project and view results we’ll also provide a couple of tips on how to evaluate securely and lastly how to contact the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really eager to sync our information then send our an e-mail project using 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 merely called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might 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 update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building 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 directly via campaign monitor comm but without the extra steps of visiting frequently or working throughout multiple browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Olapic Campaign Monitor