Python Campaign Monitor 2022

Lets talk Python Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to 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 much like to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Python Campaign Monitor

the technical elements of the combination software our collaboration with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a couple of more participants have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of people on the webinar can actually see the responses being available in thick and fast we’re getting a little bit of a trend however 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 everybody has voted so if you wish to utilize 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 okay yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s truly great to see yeah and a bit of an interest going on so some people are simply looking to know more and yeah someone aiming to connect so yeah that’s really informative and that truly assists us make certain we kind of tailor this to the ideal 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 need to take a couple of moments 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 mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email campaigns and determine the outcomes instantly syncing your data in between these two powerful apps implies that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization excellent thanks boss therefore 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

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

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you may discover 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 question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the actual installation 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 just a minute even if you do not have actually the integration set up just yet this is a terrific summary of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the methods you can utilize it to enhance 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 but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier and that’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 simply on the third just on the 15 minutes so and if you do miss any of the action don’t worry 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 two once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Python Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we begin the demo just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and unlimited our integration operates at all but the important addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to 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 easy it is and how powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in simply a couple of minutes there are also numerous other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also supply a few pointers on how to test securely and finally how to contact the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 however if you have different authorizations from me you might just have the ability 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 most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the additional steps of visiting frequently or working throughout several web browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Python Campaign Monitor