Salestrekker Crm Campaign Monitor 2022

Lets talk Salestrekker Crm Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Salestrekker Crm Campaign Monitor

the technical aspects of the combination software application our partnership with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and state a couple of more individuals have actually just 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 few moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have so many people on the webinar can actually see the responses coming in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well pretty much everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like okay yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the port so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody seeking to connect so yeah that’s really insightful and that really helps us ensure we sort 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 must take a couple of minutes to inform you a little 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 number one email marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out email projects and measure the outcomes immediately syncing your data between these 2 effective apps suggests that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce organization terrific thanks employer therefore simply sailor to go into a little bit more information 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? Salestrekker Crm Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you might discover that your concern 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 question 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 won’t be covering in today’s demo is the preliminary admin and the actual setup setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the combination installed just yet this is a fantastic overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently 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 over to the demonstration now which has been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different 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 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 two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Salestrekker Crm Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we start the demonstration 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 vital expert enterprise group and limitless our combination works at all but the essential addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re 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 using campaign monitor for Salesforce this adapter 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 powerful it can be in this demonstration our goal 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 simply been installed and linked to campaign monitor then take you through the actions to sync your data 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 ready to send out email marketing campaigns in just a couple of minutes there are also numerous other advantages to keeping your information constant 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 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 data synced for a specific time create an e-mail project in campaign monitor and define receivers and send out an e-mail project and view results we’ll also provide a few tips on how to test securely and finally how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an email 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 but if you have various permissions from me you may just be able to see campaign monitor if your gain access to differs 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 most of our setup an email 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 extra actions of logging in frequently or working across several internet browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Salestrekker Crm Campaign Monitor