Subscribe Page Campaign Monitor 2022

Lets talk Subscribe Page Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Subscribe Page Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a couple of more individuals have simply 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 moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a bit about you men are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still looking and discovering and ready to decide 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 really see the answers can be found in thick and quickly 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 practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the connector so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody seeking to link so yeah that’s truly insightful which 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 using cm4 SF the adapter is called we must take a couple of moments to inform you a 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 mostly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail campaigns and determine the results immediately syncing your data in between these two effective apps indicates that you’re always working with the latest and most accurate data nor from within your Salesforce company terrific thanks manager therefore just sailor to enter 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? Subscribe Page Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may 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 actually look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that said we do ever assist 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 integration installed just yet this is a terrific summary of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple 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 have actually already covered yeah we won’t be covering some questions later on but 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third simply 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 top and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Subscribe Page Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our essential expert business group and endless our integration operates at all but the essential addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns 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 connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing campaigns in simply a few minutes there are likewise lots of other benefits to keeping your information consistent 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 custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and specify receivers and send out an email project and view results we’ll also offer a couple of suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually keen to sync our data then send our an e-mail 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 different authorizations from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit 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 extra steps of logging in regularly or working throughout several browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Subscribe Page Campaign Monitor