Square Marketing Vs Campaign Monitor 2022

Lets talk Square Marketing Vs Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance 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 handle Square Marketing Vs Campaign Monitor

the technical aspects of the combination software our partnership with project monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have a lot of people on the webinar can really see the responses can be found in thick and quickly 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 do not hesitate to vote all right looks like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like all right yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s really great to see yeah and a little bit of a curiosity going on so some people are just wanting to know more and yeah somebody seeking to link so yeah that’s really insightful which actually helps us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port is called we should take a few minutes to tell 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 e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and measure the outcomes instantly syncing your information between these two effective apps suggests that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization great thanks boss therefore just sailor to go into a bit more information 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? Square Marketing Vs Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you signed up so we’ll have those up on screen too 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 in that Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not 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 initial step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed just yet this is a terrific overview of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more 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 won’t be covering some questions later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier which’s the starting 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 any of the action do not stress we’re tape-recording 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 two once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Square Marketing Vs Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our vital professional enterprise group and endless our integration operates at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using 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 reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send out email marketing projects in just a couple of minutes there are also lots of other advantages to keeping your data 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise supply a couple of ideas on how to evaluate securely and lastly how to call the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just have the ability to see campaign monitor if your gain access to differs 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 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 straight via campaign monitor comm however without the additional actions of logging in regularly or working throughout multiple internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Square Marketing Vs Campaign Monitor