Preheader Text Campaign Monitor 2022

Lets talk Preheader Text Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Preheader Text Campaign Monitor

the technical aspects of the integration software our partnership with project displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions fantastic thanks Ross and state a few more individuals have actually just shown up 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 couple of minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to know a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing customers 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 stuff so Wow it’s terrific to have so many individuals on the webinar can truly see the responses being available in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like all right yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s really great to see yeah and a bit of a curiosity going on so some people are simply seeking to understand more and yeah someone wanting to connect so yeah that’s really insightful which actually assists us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we must take a few moments to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail campaigns and measure the results immediately syncing your information in between these 2 powerful apps indicates that you’re always working with the current and most accurate information nor from within your Salesforce organization fantastic thanks employer 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 demonstration which is

What is a good open rate for email 2020? Preheader Text Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an introduction of how to start 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 out 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 may find that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that said 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 don’t have actually the integration installed right now this is an excellent summary of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually 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 demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements 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 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 sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Preheader Text Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration just like to state a couple of 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 endless our combination works at all but the essential 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 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy 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 customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your information constant 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 produce 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 information synced for a particular time produce an e-mail project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise offer a few ideas on how to check safely and finally how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really keen 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various consents 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 approvals the campaign monitor lightning app is where we’ll be doing most 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 same as if you logged into the account directly through campaign monitor comm however without the additional steps of logging in often or working throughout numerous internet browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Preheader Text Campaign Monitor