Set Up Divi Campaign Monitor 2022

Lets talk Set Up Divi Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Set Up Divi Campaign Monitor

the technical elements of the combination software our collaboration with project screens is over 10 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 answering your questions terrific thanks Ross and state a couple of more participants have simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you people are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have numerous people on the webinar can actually see the answers being available in thick and quickly 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 do not hesitate to vote okay looks like well basically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like alright yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s really excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah someone looking to link so yeah that’s really insightful and that truly helps us make certain we kind of tailor this to the best 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 port is called we need to take a couple of minutes to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the outcomes automatically syncing your information between these 2 effective apps suggests that you’re always dealing with the latest and most precise information nor from within your Salesforce company great thanks boss therefore 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? Set Up Divi Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide 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 also so so you can follow those questions and we’ve actually got two slides worth of those so you may find 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 got a question that isn’t covered please do really 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 preliminary admin and the actual installation setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed right now this is a great summary of key features and finest practice for connecting Salesforce and campaign monitor ideally 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 enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not 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 demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the starting 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 third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re 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 have actually done that so it’ll remain in your inbox so you can come back and view this in your Set Up Divi Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we start the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our necessary professional enterprise group and endless our combination works at all but the essential addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted 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 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 powerful it can be in this demo our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in simply a few minutes there are likewise lots of other advantages 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also offer a few tips on how to check securely and lastly 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 connected to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may just be able to see campaign monitor if your access 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 email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional actions of logging in frequently or working throughout multiple browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Set Up Divi Campaign Monitor