Sync Campaign Monitor And Hubspot 2022

Lets talk Sync Campaign Monitor And Hubspot…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Sync Campaign Monitor And Hubspot

the technical aspects of the integration software our collaboration with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more individuals have simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a little bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject 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 kind of things so Wow it’s excellent to have numerous people on the webinar can truly see the responses coming in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well basically everybody has 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 results appear like okay yeah I think that’s practically everyone has voted there so thank you a lot and here’s the outcomes 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 simply wanting to know more and yeah somebody aiming to link so yeah that’s truly informative and that really helps us ensure we sort 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 utilizing cm4 SF the port is called we should take a couple of moments to tell you a little bit more about what it is I believe 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 largely due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send email projects and determine the outcomes immediately syncing your data in between these two effective apps indicates that you’re always dealing with the current and most accurate information nor from within your Salesforce company terrific thanks manager therefore just sailor to enter into a little bit more information 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? Sync Campaign Monitor And Hubspot

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may 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 actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever help 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 the integration set up just yet this is a great overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways 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 however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns 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 and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not worry we’re 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 be in your inbox so you can return and watch this in your Sync Campaign Monitor And Hubspot

 

own time and make certain you have actually got all the knowings and before we begin the demo much like 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 probably know our necessary professional business group and unlimited our integration works at all but the important addition it’s likewise where self was timeless and the more recent 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 using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your company app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are likewise many other advantages to keeping your data 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail campaign in campaign monitor and define recipients and send out an email project and view results we’ll likewise offer a few suggestions on how to check securely and lastly how to contact the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an email project using campaign monitor to get you orientated we remain 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 but if you have various consents from me you may just be able 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 most of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm however without the additional steps of visiting regularly or working throughout multiple browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Sync Campaign Monitor And Hubspot