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Lets talk Rollback To Previous Version Campaign Monitor Site Www.Campaignmonitor.Com…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Rollback To Previous Version Campaign Monitor Site Www.Campaignmonitor.Com

the technical elements of the combination software application our partnership with campaign displays 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 presentation today and addressing your concerns terrific thanks Ross and state a few more individuals have simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you people are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have so many individuals on the webinar can truly see the answers can be found in thick and quickly 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 okay appear like well basically everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the port so that’s truly excellent to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody wanting to link so yeah that’s actually informative and that really assists us make sure we type of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we need to take a couple of 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 number one email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and measure the outcomes automatically syncing your data between these two effective apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce company excellent thanks employer and so just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re also going to supply 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 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 questions and we’ve in fact got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually 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 therefore one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up right now this is a terrific introduction of crucial features and best 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 use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded 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 said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry we’re tape-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 have actually done that so it’ll remain in your inbox so you can return and view this in your Rollback To Previous Version Campaign Monitor Site Www.Campaignmonitor.Com

 

own time and make certain you’ve got all the knowings and before we begin the demo just 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 probably understand our important professional enterprise group and endless our integration works at all but the necessary addition it’s also where self was traditional and the newer lightening 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send an email project 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 all set to send e-mail marketing campaigns in simply a couple of minutes there are also many other advantages to keeping your data 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll also supply a couple of ideas on how to check securely and finally how to contact the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly keen to sync our data then send our an email campaign using 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 just called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just be able 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 e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in often or working across numerous web browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Rollback To Previous Version Campaign Monitor Site Www.Campaignmonitor.Com