Problems With Campaign Monitor 2022

Lets talk Problems With Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so to start with 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 campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Problems With Campaign Monitor

the technical aspects of the combination software application our partnership with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a few more individuals have actually simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you guys are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still learning and looking and about 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 many individuals on the webinar can truly see the answers coming 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 alright looks like well basically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results 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 lot of you are currently using the adapter so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are just wanting to know more and yeah someone seeking to connect so yeah that’s truly insightful and that really helps us make sure 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 using cm4 SF the connector is called we ought to take a couple of minutes to tell you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out email projects and determine the outcomes immediately syncing your data between these two effective apps means that you’re always dealing with the current and most precise information nor from within your Salesforce organization excellent thanks boss and so just sailor to enter 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? Problems With Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered 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 might discover that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination installed right now this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that occurs 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 been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action do not stress 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’ve done that so it’ll be in your inbox so you can come back and see this in your Problems With Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we start the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely know our important professional enterprise group and endless our combination operates at all but the important addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and all set to send e-mail marketing projects in just a couple of minutes there are also 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made 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 also supply a few ideas on how to test safely and finally how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might only have the ability to see campaign monitor if your gain access to differs 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 visit 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 across numerous browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Problems With Campaign Monitor