Segment Performance Campaign Monitor 2022

Lets talk Segment Performance Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Segment Performance Campaign Monitor

the technical elements of the combination software our partnership with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a couple of more individuals have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous people on the webinar can truly see the responses being available in thick and quick we’re getting a bit of a pattern 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 okay appear like well practically everybody has actually 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 results appear like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody looking to link so yeah that’s actually informative which really assists 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 using cm4 SF the port is called we need to take a few 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 top e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send e-mail projects and measure the results immediately syncing your information between these 2 powerful apps means that you’re always working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter into a 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? Segment Performance Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to start 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 signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your concern 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 question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demo is the preliminary admin and the actual 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 minute even if you don’t have actually the integration set up right now this is a great introduction of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects 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 be in your inbox so you can come back and view this in your Segment Performance Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we begin the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert enterprise group and endless our integration works at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects 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 top e-mail 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 out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your business app syncing and all set to send out e-mail marketing projects in simply a few minutes there are likewise lots of other advantages to keeping your information consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise provide a few suggestions on how to evaluate safely and finally how to contact the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an e-mail project using 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 merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just have the ability 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the additional actions of visiting frequently or working throughout multiple browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Segment Performance Campaign Monitor