Sending Test Email Campaign Monitor 2022

Lets talk Sending Test Email Campaign Monitor…Hi everybody 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 everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all 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 services with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Sending Test Email Campaign Monitor

the technical elements of the integration software our collaboration with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a couple of more individuals have just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little 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 guys out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have numerous people on the webinar can truly see the responses being available in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well pretty much everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like all right yeah I think that’s basically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are simply seeking to know more and yeah someone seeking to link so yeah that’s really informative which truly assists us make certain we sort 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 utilizing cm4 SF the port is called we should take a couple of moments to tell 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 e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send email projects and determine the results immediately syncing your data in between these two effective apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce company great thanks employer and so simply sailor to enter into a little bit more detail 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? Sending Test Email Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you a summary 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 responding to some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your question will be covered because Q&A session however 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 in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed right now this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo 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 elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-recording this webinar so we’ll the top and tail it and get it all figured 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 see this in your Sending Test Email Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our vital expert enterprise group and limitless our integration works at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing customer information 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 out an email project well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and ready to send email marketing projects in just a couple of minutes there are also numerous other benefits 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll also supply a few ideas on how to evaluate securely and finally how to call the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really eager to sync our data 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 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 consents from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 via campaign monitor comm however without the extra steps of logging in frequently or working throughout multiple browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Sending Test Email Campaign Monitor