Table Of Contents Campaign Monitor 2022

Lets talk Table Of Contents Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Table Of Contents Campaign Monitor

the technical aspects of the combination software application our partnership with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more individuals have just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous individuals on the webinar can truly see the answers coming in thick and quick we’re getting a bit of 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 utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like okay yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the port so that’s truly fantastic to see yeah and a bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody wanting to link so yeah that’s truly insightful and that actually assists us make sure we sort 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 using cm4 SF the port is called we must take a few moments to tell you a 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 primary email marketing at for Salesforce largely due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email projects and determine the outcomes immediately syncing your information in between these 2 powerful apps means that you’re constantly working with the most recent and most precise information nor from within your Salesforce company terrific thanks manager therefore just sailor to go 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? Table Of Contents Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you might find that your question will be covered because Q&A session but so as we make it 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 include your question thank you and so something we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up right now this is a great introduction of essential 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 discover some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that springs 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 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 said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not stress 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 more once we’ve done that so it’ll be in your inbox so you can come back and see this in your Table Of Contents Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we start the demonstration just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our vital expert business group and limitless our integration works at all but the necessary addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using 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 effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer data 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 actions to sync your information and send out an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are also many other benefits 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and define receivers and send out an email project and view results we’ll likewise offer a few ideas on how to check safely and lastly how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our information then send our an email project using campaign monitor to get you orientated we’re 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 however if you have different consents 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 upgrade your authorizations 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the extra actions of logging in regularly or working across several browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Table Of Contents Campaign Monitor