Similar To Campaign Monitor 2022

Lets talk Similar To Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting 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 handle Similar To Campaign Monitor

the technical aspects of the integration software our partnership with campaign monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and state a few more participants have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have so many individuals on the webinar can really see the answers coming in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well pretty much everybody has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like okay yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody seeking to link so yeah that’s really informative and that truly assists us ensure we sort 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 ought to take a couple of minutes to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out email projects and measure the outcomes immediately syncing your data in between these 2 effective apps means that you’re always dealing with the current and most accurate information nor from within your Salesforce company excellent thanks manager therefore just sailor to enter into a bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up 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 concern 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the real setup and the initial admin setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is an excellent summary of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to simplify automate your e-mail 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 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 getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Similar To Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional enterprise group and unlimited our integration operates at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 reveal you how basic it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed 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 business app syncing and all set to send email marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information consistent in between your serum and email marketing platform not the least of which is saving 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and define receivers and send an email campaign and view results we’ll likewise offer a few suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really eager to sync our information then send our an email project using 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 but if you have various authorizations from me you might just have the ability 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 most of our setup an e-mail building 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 through campaign monitor comm but without the additional actions of logging in regularly or working across several web browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Similar To Campaign Monitor