Running A Salesforce Report To Include Campaign Monitor Data 2022

Lets talk Running A Salesforce Report To Include Campaign Monitor Data…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Running A Salesforce Report To Include Campaign Monitor Data

the technical aspects of the combination software our partnership with campaign monitors is over ten 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 demonstration today and addressing your concerns terrific thanks Ross and state a few 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 into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a bit about you people are a fast poll 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 clients 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 things so Wow it’s great to have numerous people on the webinar can really see the responses can be found in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like all right yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s actually excellent to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah someone wanting to connect so yeah that’s actually insightful and that actually helps us make sure 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 utilizing cm4 SF the adapter is called we ought to take a couple of moments to inform you a bit more about what it is I think 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 largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email campaigns and measure the outcomes automatically syncing your data in between these 2 effective apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce organization great thanks boss and so simply sailor to go into a little 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? Running A Salesforce Report To Include Campaign Monitor Data

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start with utilizing 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 registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a great introduction of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 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 just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t fret 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 more once we’ve done that so it’ll be in your inbox so you can return and see this in your Running A Salesforce Report To Include Campaign Monitor Data

 

own time and ensure you have actually got all the learnings and prior to we kick off the demo much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our necessary expert enterprise group and limitless our integration works at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 adapter 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 demo our goal will be to send an e-mail project with campaign monitor using 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 steps to sync your information and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send email marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your information constant in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also supply a few pointers on how to test securely and lastly how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting frequently or working throughout numerous internet browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Running A Salesforce Report To Include Campaign Monitor Data