Quik Tap Survey And Campaign Monitor 2022

Lets talk Quik Tap Survey And Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Quik Tap Survey And Campaign Monitor

the technical elements of the integration software application our partnership with campaign monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a few more participants have actually just shown up so yeah you’re simply in the nick of time we’re simply 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 information about ourselves we ‘d love to understand a little bit about you men are a quick 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 clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have so many individuals on the webinar can truly see the answers can be found in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well practically everybody has actually 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 results appear like alright yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the connector so that’s truly terrific to see yeah and a bit of an interest going on so some individuals are simply wanting to know more and yeah someone aiming to link so yeah that’s truly informative and that really helps 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 connector is called we ought to take a few moments to tell 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and measure the outcomes instantly syncing your information in between these two powerful apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company great 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? Quik Tap Survey And Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you may discover that your question 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 really 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 combination that stated we do ever help 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 the combination installed right now this is an excellent overview of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish 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 will not 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 questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started 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 just on the third just on the 15 minutes so and if you do miss any of the action do not worry we’re recording this webinar so we’ll the top 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 remain in your inbox so you can come back and view this in your Quik Tap Survey And Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we start the demo similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our important professional enterprise group and unrestricted our combination operates at all but the essential addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 utilizing campaign monitor for Salesforce this connector 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 effective it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your data constant between your serum and e-mail marketing platform not the least of which is saving 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also provide a few ideas on how to check safely and finally how to get in touch with the Beaufort 12 assistance team should 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 really keen to sync our data then send our an email 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may just 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 approvals 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 exactly the like if you logged into the account straight via campaign monitor comm but without the additional actions of visiting often or working across multiple browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Quik Tap Survey And Campaign Monitor