Reconfirmation Email Campaign Monitor 2022

Lets talk Reconfirmation Email Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Reconfirmation Email Campaign Monitor

the technical elements of the integration software application our partnership with campaign displays is over ten years old so myself and my group 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 fantastic thanks Ross and state a couple of more participants have 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 few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a little bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have a lot of individuals on the webinar can truly see the answers can be found in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well basically everybody has 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 appear like alright yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s truly great to see yeah and a little bit of a curiosity going on so some individuals are just seeking to know more and yeah somebody seeking to connect so yeah that’s really informative and that actually assists us ensure we sort of tailor this to the right 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 few minutes to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email projects and measure the outcomes instantly syncing your data between these 2 effective apps implies that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization fantastic thanks employer and so just sailor to enter into a bit more detail 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? Reconfirmation Email Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer 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 begin by answering some questions that you sent in when you signed up so we’ll have those up on screen too 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 but so as we make it through the Q&A session if you feel that you have got a concern 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 won’t be covering in today’s demonstration is the preliminary admin and the real setup 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 minute even if you do not have actually the integration set up just yet this is a great summary of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the methods you can use 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 questions later however 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 demo now which has been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted 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 see this in your Reconfirmation Email Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we begin the demo much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our important professional business group and limitless our combination operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects 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 simple it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your information constant 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 develop a subscriber 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 campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll also provide a few tips on how to check safely and lastly how to contact the Beaufort 12 assistance team must 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 really eager to sync our information then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting frequently or working throughout numerous internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Reconfirmation Email Campaign Monitor