Send To Custom Thank You Page Campaign Monitor 2022

Lets talk Send To Custom Thank You Page Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Send To Custom Thank You Page Campaign Monitor

the technical elements of the combination software application our collaboration with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a few more participants have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you men 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 stuff so Wow it’s terrific to have numerous individuals on the webinar can truly see the responses can be found in thick and fast we’re getting a little a trend but 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 appear like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like okay yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the connector so that’s actually excellent to see yeah and a little bit of an interest going on so some individuals are simply looking to know more and yeah someone seeking to connect so yeah that’s really informative which truly helps us make certain we type of tailor this to the right 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 port is called we must take a couple of moments to tell you a 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and measure the outcomes instantly syncing your information between these two powerful apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization excellent thanks employer and so simply sailor to enter into a little 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? Send To Custom Thank You Page Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you a summary 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 concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your question will be covered because 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 actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up right now this is an excellent overview of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use 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 concerns 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 to the demonstration now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not stress 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’ve done that so it’ll remain in your inbox so you can come back and see this in your Send To Custom Thank You Page Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our vital professional enterprise group and unrestricted 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 likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise lots of other advantages to keeping your information constant between your serum and e-mail 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 develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also supply a couple of ideas on how to test safely and lastly how to contact the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting frequently or working across numerous internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Send To Custom Thank You Page Campaign Monitor