Snare Campaign Monitor 2022

Lets talk Snare Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Snare Campaign Monitor

the technical elements of the integration software our partnership with campaign monitors is over 10 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 presentation today and answering your questions terrific thanks Ross and say a couple of more participants have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m just going to introduce 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 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 so many people on the webinar can actually see the responses being available in thick and quickly we’re getting a bit of 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 all right appear like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just looking to understand more and yeah someone looking to link so yeah that’s truly insightful and that actually assists us make certain we kind 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 need to take a few moments to tell 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 primary email marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email campaigns and measure the results automatically syncing your data in between these two powerful apps indicates that you’re always dealing with the current and most accurate data nor from within your Salesforce company fantastic thanks boss therefore just 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? Snare Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an overview 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 answering some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do really 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 demo is the actual setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is an excellent introduction of crucial functions 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 utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add 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 and that’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re recording this webinar so we’ll the top 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 return and enjoy this in your Snare Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we start the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our important professional business group and limitless our combination works at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one 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 objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send out email marketing projects in simply a few minutes there are likewise lots of other advantages to keeping your information constant 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also supply a few tips on how to evaluate safely and finally how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected 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 however if you have different permissions from me you might only 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 building today

with this campaign monitor tab you can log in and use 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 steps of logging in often or working across several web browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Snare Campaign Monitor