Resources Campaign Monitor 2022

Lets talk Resources Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Resources Campaign Monitor

the technical elements of the integration software our collaboration 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 anticipating taking you through the presentation today and addressing your questions great thanks Ross and state a couple of more participants have actually just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m just going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many individuals on the webinar can truly see the answers coming in thick and quick 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 anonymous so please do feel free to vote all right looks like well basically everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like okay yeah I believe that’s basically everyone 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 great to see yeah and a little bit of an interest going on so some people are simply aiming to know more and yeah someone aiming to connect so yeah that’s truly insightful which truly assists us make certain we type 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 utilizing cm4 SF the adapter is called we should take a few moments to inform you a 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 e-mail marketing at for Salesforce largely due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail projects and determine the results immediately syncing your data between these 2 powerful apps implies that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company great thanks employer therefore simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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

you know lasts about 15 minutes we’re also going to supply you a summary 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 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 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 get 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 question thank you and so one thing we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration set up just yet this is an excellent summary of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind 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 actually been taped by Ross earlier and that’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 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re 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 more once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Resources Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary professional business group and unrestricted our integration operates at all but the essential addition it’s likewise where self was traditional and the newer lightening 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 demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing campaigns in just a few minutes there are also numerous other benefits to keeping your data constant between your serum and email marketing platform not the least of which is conserving 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 create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise provide a few pointers on how to test safely and finally how to contact the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly eager to sync our information then send our an email project utilizing 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 different consents 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 authorizations 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the additional actions of logging in regularly or working across multiple internet browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Resources Campaign Monitor