Salesforce Campaign Monitor Pdf 2022

Lets talk Salesforce Campaign Monitor Pdf…Hi everybody 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 viewing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Salesforce Campaign Monitor Pdf

the technical aspects of the combination software application our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns great thanks Ross and state a couple of more individuals have actually just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have many people on the webinar can actually see the responses being available 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 do not hesitate to vote all right looks like well practically 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 fine yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s really terrific to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah someone wanting to link so yeah that’s truly insightful which actually assists us ensure we type of tailor this to the right 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 connector is called we need to take a couple of moments to inform 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send email campaigns and measure the outcomes automatically syncing your information in between these 2 effective apps indicates that you’re always dealing with the current and most accurate data nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to enter into a bit more information 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? Salesforce Campaign Monitor Pdf

you know lasts about 15 minutes we’re also going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 two slides worth of those so you might discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question 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 won’t be covering in today’s demo is the initial admin and the actual setup setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a great overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated 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 tape-recording this webinar so we’ll the leading 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 be in your inbox so you can return and watch this in your Salesforce Campaign Monitor Pdf

 

own time and make certain you have actually got all the learnings and before we begin the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our essential expert enterprise group and limitless our combination operates at all but the important addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing projects in simply a few minutes there are likewise numerous other advantages to keeping your data constant in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also provide a few suggestions on how to check safely and lastly how to call the Beaufort 12 support group need to you have any concerns 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 really keen to sync our information then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might only 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm however without the extra steps of logging in frequently or working across numerous internet browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Salesforce Campaign Monitor Pdf