Preferences Campaign Monitor 2022

Lets talk Preferences Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Preferences Campaign Monitor

the technical aspects of the integration software application our partnership with campaign displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you guys are a fast survey so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many individuals on the webinar can actually see the answers coming in thick and quickly we’re getting a little 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 fine looks like well pretty much everybody has voted so if you wish 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 believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah someone wanting to link so yeah that’s actually insightful which really helps us ensure we sort of tailor this to the ideal 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 adapter is called we must take a couple of minutes to tell 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 primary email marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email campaigns and determine the results immediately syncing your information between these 2 powerful apps means that you’re constantly working with the current and most precise data nor from within your Salesforce organization excellent thanks employer therefore simply sailor to enter 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? Preferences Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you a summary 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 responding to some concerns that you sent 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 two slides worth of those so you might find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up just yet this is a great overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Preferences Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we start the demo much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our important expert business group and unlimited our integration operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data 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 an email project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your company app syncing and ready to send out email marketing projects in simply a couple of minutes there are also 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 using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise offer a few tips on how to check safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any questions 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 data then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only have the ability to see campaign monitor if your access 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 most of our setup an email 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 via campaign monitor comm however without the extra actions of visiting regularly or working across several web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Preferences Campaign Monitor