Subscribers Campaign Monitor 2022

Lets talk Subscribers Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Subscribers Campaign Monitor

the technical aspects of the integration software application our partnership with project screens 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 addressing your questions great thanks Ross and say a couple of more individuals have actually just shown up 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 moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a bit about you people are a quick poll so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of people on the webinar can actually see the responses coming in thick and fast 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 okay looks like well basically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like alright yeah I think that’s practically 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 port so that’s really great to see yeah and a bit of an interest going on so some individuals are just seeking to understand more and yeah somebody seeking to connect so yeah that’s truly insightful which actually assists us ensure we type of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we must take a couple of 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 top email marketing at for Salesforce mainly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and determine the results immediately syncing your information in between these 2 powerful apps means that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization excellent 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 demonstration which is

What is a good open rate for email 2020? Subscribers Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to begin 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 signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed right now this is a terrific summary of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 out on any of the action don’t worry 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 more once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Subscribers Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we kick off the demo just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our necessary expert business group and unlimited our combination works at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor using existing customer data in Salesforce we’ll begin with 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 information and send out an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out email marketing campaigns in simply a few minutes there are also many other advantages to keeping your information consistent in 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define receivers and send out an e-mail project and view results we’ll also offer a few ideas on how to check safely and lastly how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly keen to sync our information then send our an e-mail project utilizing 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 simply called campaign monitor I’m seeing this as an admin but 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting often or working across several internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Subscribers Campaign Monitor