System To Monitor Add Campaign 2022

Lets talk System To Monitor Add Campaign…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle System To Monitor Add Campaign

the technical elements of the integration software our collaboration with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a few more participants have just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have a lot of people on the webinar can actually see the answers coming in thick and quick 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 anonymous so please do feel free to vote fine looks like well pretty much everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I believe that’s basically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the port so that’s truly terrific to see yeah and a bit of an interest going on so some people are simply looking to know more and yeah someone wanting to connect so yeah that’s really informative and that actually assists us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we should take a few minutes to inform 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 primary email marketing at for Salesforce largely due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email campaigns and measure the outcomes immediately syncing your information between these two effective apps means that you’re always working with the most recent and most accurate data nor from within your Salesforce organization terrific thanks boss and so just sailor to enter into a 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? System To Monitor Add Campaign

you know lasts about 15 minutes we’re also going to provide you a summary of how to start 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 in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the actual setup and the initial admin 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 just a minute even if you do not have actually the integration set up right now this is a fantastic summary of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped 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 said 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 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 2 once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your System To Monitor Add Campaign

 

own time and ensure you’ve got all the learnings and before we kick off the demo much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our important expert business group and unlimited our integration operates at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to 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 adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your service app syncing and ready to send out e-mail marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your data constant between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise provide a few pointers on how to test safely and finally how to call the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail 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 however if you have different permissions from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the extra steps of logging in frequently or working throughout several browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you System To Monitor Add Campaign