Peninsular Campaign Uss Monitor And Uss Virginia 2022

Lets talk Peninsular Campaign Uss Monitor And Uss Virginia…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Peninsular Campaign Uss Monitor And Uss Virginia

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and state a couple of more participants have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous people on the webinar can really see the answers coming in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well pretty much everyone has voted so if you want 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 alright yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the connector so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are just seeking to understand more and yeah someone seeking to connect so yeah that’s actually insightful and that really assists us make sure we sort 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 utilizing cm4 SF the port is called we must take a few 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 primary email marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send e-mail projects and determine the results immediately syncing your data in between these 2 powerful apps implies that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce organization excellent thanks employer and so just sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo is the initial admin and the actual setup 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 simply a moment even if you do not have actually the integration set up right now this is an excellent introduction of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out 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 currently covered yeah we will not be covering some concerns later on 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the getting going 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 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Peninsular Campaign Uss Monitor And Uss Virginia

 

own time and make sure you’ve got all the knowings and before we start the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our necessary expert enterprise group and endless our integration works at all but the important addition it’s likewise where self was timeless 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and ready to send email marketing campaigns in just a couple of minutes there are likewise 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also supply a few pointers on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance team need to 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 truly eager to sync our information then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm but without the extra steps of logging in frequently or working throughout numerous web browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Peninsular Campaign Uss Monitor And Uss Virginia