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Lets talk Site Www.Reimaster.Com.Au Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Site Www.Reimaster.Com.Au Campaign Monitor

the technical aspects of the combination software our partnership with campaign screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a few more participants 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 few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a little bit about you guys are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have many people on the webinar can truly see the responses can be found 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 confidential so please do feel free to vote alright looks like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like okay yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the port so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah somebody seeking to link so yeah that’s actually insightful and that truly helps us make certain we type 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 using cm4 SF the connector is called we should 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 primary e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email campaigns and determine the outcomes instantly syncing your data between these 2 effective apps suggests that you’re always dealing with the current and most precise data nor from within your Salesforce organization fantastic thanks employer therefore simply sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to offer you an introduction 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 questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might discover 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 therefore one thing we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration set up right now this is a terrific summary of key features and best practice for connecting Salesforce and campaign monitor ideally 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 improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs 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 been recorded by Ross earlier which’s the beginning 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 simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping 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 more once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Site Www.Reimaster.Com.Au Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our essential expert enterprise group and unlimited our combination operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing campaigns in simply a few minutes there are likewise numerous other benefits to keeping your information consistent between your serum and email 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 data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll also supply a few pointers on how to check safely and finally how to contact the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an e-mail campaign 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 however if you have different authorizations from me you might just 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 consents 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 exactly the like if you logged into the account straight via campaign monitor comm but without the extra steps of visiting regularly or working across multiple browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Site Www.Reimaster.Com.Au Campaign Monitor