Opt In Button Campaign Monitor 2022

Lets talk Opt In Button Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Opt In Button Campaign Monitor

the technical elements of the combination software application our partnership with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions excellent thanks Ross and say a few more participants have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a little bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have so many individuals on the webinar can really see the answers coming in thick and quickly 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 pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like okay yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s actually great to see yeah and a bit of an interest going on so some people are just wanting to know more and yeah someone looking to connect so yeah that’s really insightful and that truly helps us ensure we type of tailor this to the ideal 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 port is called we should take a couple of moments to inform you a little 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 number one email marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email campaigns and measure the results automatically syncing your information in between these 2 effective apps indicates that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company terrific thanks manager 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 demonstration which is

What is a good open rate for email 2020? Opt In Button Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering 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 in fact got 2 slides worth of those so you might find that your question will be covered because Q&A session however 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 add in your concern thank you therefore something we will not be covering in today’s demo is the real installation and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up right now this is a terrific introduction of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to improve 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 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 and that’s the getting started 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 third simply on the 15 minutes so and if you do miss any of the action do not worry we’re 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 2 once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Opt In Button Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demo much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our necessary expert enterprise group and endless our combination works at all but the important addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed 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 a thorough demo of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise numerous other advantages to keeping your data consistent in 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and define receivers and send out an email project and view results we’ll also supply a couple of ideas on how to evaluate securely and lastly how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re actually eager to sync our data 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 just called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might 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 consents 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 straight via campaign monitor comm but without the extra steps of visiting regularly or working across multiple browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Opt In Button Campaign Monitor