Sendgrid And Campaign Monitor 2022

Lets talk Sendgrid And Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Sendgrid And Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more individuals have simply gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you guys are a quick survey so I’m just going to introduce 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 looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well pretty much everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like okay yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the connector so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah someone aiming to link so yeah that’s truly informative and that actually assists us make sure we kind of tailor this to the ideal 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 few moments to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and measure the outcomes immediately syncing your information between these two powerful apps indicates that you’re always dealing with the most recent and most accurate data nor from within your Salesforce company terrific thanks manager therefore just sailor to enter into a little bit more detail 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? Sendgrid And Campaign Monitor

you understand lasts about 15 minutes we’re likewise 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 answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing 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 assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is a great summary of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 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 which’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not 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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Sendgrid And Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we start the demonstration much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our important professional enterprise group and limitless our combination operates at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with 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 primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out 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 installed and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing campaigns in just a few minutes there are also numerous other benefits to keeping your data constant in between your serum and e-mail 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 custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll also offer a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project using campaign monitor to get you orientated we remain 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 various consents from me you might only be able to see campaign monitor if your access 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 the majority of our setup an e-mail building today

with this campaign monitor tab you can log in 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 additional actions of visiting frequently or working across several internet browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Sendgrid And Campaign Monitor