Sign Up Forms Campaign Monitor 2022

Lets talk Sign Up Forms Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Sign Up Forms Campaign Monitor

the technical elements of the combination software application our collaboration with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and say a couple of more individuals have just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a little bit about you men are a quick survey so I’m simply going to launch 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 discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of individuals on the webinar can truly see the answers being available in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the port so that’s truly excellent to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody wanting to link so yeah that’s truly informative which actually helps us make sure we sort of tailor this to the best 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 adapter is called we ought 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send email campaigns and measure the results immediately syncing your data in between these 2 effective apps implies that you’re always working with the most recent and most accurate information nor from within your Salesforce company great thanks employer therefore simply sailor to go into a 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? Sign Up Forms Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply 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 start by responding to some questions 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 really got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually 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 therefore something we won’t be covering in today’s demo is the real setup and the preliminary 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 simply a moment even if you do not have the integration set up just yet this is a great summary of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’s the getting going 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 just on the 15 minutes so and if you do miss any of the action don’t fret we’re taping 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 2 once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Sign Up Forms Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we start the demonstration similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary professional enterprise group and endless our integration works at all but the necessary addition it’s likewise where self was timeless and the more recent 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 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 using 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 an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are also many other benefits to keeping your data 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 using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also provide a few ideas on how to evaluate securely and finally how to call the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our information then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may just 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 email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in regularly or working across numerous web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Sign Up Forms Campaign Monitor