Segments Campaign Monitor 2022

Lets talk Segments Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well till 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 grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Segments Campaign Monitor

the technical aspects of the integration software our partnership with project displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns excellent thanks Ross and state a few more participants have actually simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a bit about you guys are a quick poll 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 clients versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many people on the webinar can really see the responses being available in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well pretty much everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s actually great to see yeah and a bit of an interest going on so some individuals are just looking to understand more and yeah someone wanting to connect so yeah that’s truly insightful which actually assists us make certain 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 using cm4 SF the adapter is called we need to take a few moments 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 top email marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail projects and measure the outcomes immediately syncing your information in between these 2 effective apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce company great thanks employer and so just 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? Segments Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you an overview 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 in when you registered so we’ll have those up on screen also 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 because Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo is the real installation and the initial admin 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 don’t have actually the integration set up right now this is a fantastic introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs 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 to the demonstration now which has actually been tape-recorded by Ross earlier which’s the getting started 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 just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping 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 two once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Segments Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we begin the demo similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our vital professional enterprise group and unlimited our integration operates at all but the important addition it’s also where self was classic and the more recent 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 utilizing 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 simple it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed 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 comprehensive demo of everything that you can do it will show you how you can get your service app syncing and ready to send out email marketing projects in simply a few minutes there are also lots of other benefits to keeping your data consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise provide a few suggestions on how to check safely and finally how to contact the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually 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 remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various permissions 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 authorizations 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 log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of logging in regularly or working across multiple browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Segments Campaign Monitor