Source Code Campaign Monitor 2022

Lets talk Source Code Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Source Code Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions fantastic thanks Ross and state a few more individuals have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous individuals on the webinar can really see the responses coming in thick and quickly we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well pretty much everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port 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 somebody wanting to link so yeah that’s truly insightful which really assists us make sure we kind 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 using cm4 SF the port is called we ought 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 better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and determine the results immediately syncing your information in between these two effective apps suggests that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization fantastic thanks manager and so just sailor to go 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? Source Code Campaign Monitor

you know 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 start by addressing some questions that you sent out 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 two slides worth of those so you may discover that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the real setup setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up right now this is a fantastic introduction of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said 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 stress 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Source Code Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our vital expert business group and unlimited our combination operates at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration 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 actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a thorough demo of everything that you can do it will reveal 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 likewise many other benefits to keeping your information constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise offer a few tips on how to check securely and lastly how to call the Beaufort 12 support team should 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 truly 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your authorizations 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 like if you logged into the account directly by means of campaign monitor comm however without the additional actions of logging in often or working throughout several web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Source Code Campaign Monitor