Pardot Campaigns Vs Salesforce Campaigns 2022

Lets talk Pardot Campaigns Vs Salesforce Campaigns…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Pardot Campaigns Vs Salesforce Campaigns

the technical elements of the combination software our partnership with project monitors 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 demonstration today and answering your concerns great thanks Ross and say a few more participants have actually simply arrived 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 but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a little bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you people out there are existing consumers 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 fantastic to have many individuals on the webinar can actually see the answers coming in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s really great to see yeah and a bit of a curiosity going on so some individuals are simply wanting to understand more and yeah somebody seeking to connect so yeah that’s truly informative which really assists us ensure we sort of tailor this to the right 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 adapter is called we must take a couple of minutes 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 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 manage your customer information send email campaigns and measure the outcomes immediately syncing your data in between these two powerful apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce company great thanks employer therefore just sailor to go into a 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? Pardot Campaigns Vs Salesforce Campaigns

you understand lasts about 15 minutes we’re also going to offer you an overview 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 too so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a question 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 said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed just yet this is a great summary of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action don’t worry 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 remain in your inbox so you can return and enjoy this in your Pardot Campaigns Vs Salesforce Campaigns

 

own time and make sure you’ve got all the learnings and before we kick off the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably understand our vital expert enterprise group and unrestricted our combination operates at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in simply a few minutes there are also many other advantages to keeping your data consistent in 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 customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also provide a couple of pointers on how to test securely and finally how to contact the Beaufort 12 assistance group ought to 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 actually keen to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re 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 different authorizations from me you may only be able to see campaign monitor if your gain access to varies 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 structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the additional actions of logging in regularly or working throughout multiple browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Pardot Campaigns Vs Salesforce Campaigns