Template Tags Campaign Monitor 2022

Lets talk Template Tags Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Template Tags Campaign Monitor

the technical elements of the combination software application our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more participants have simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to know a bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have many people on the webinar can actually see the answers can be found in thick and quick we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like fine yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s actually great to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah somebody seeking to connect so yeah that’s truly informative which really assists us ensure we type 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 inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send email projects and measure the results automatically syncing your data in between these 2 effective apps suggests that you’re always dealing with the most recent and most precise data nor from within your Salesforce company excellent thanks manager and so just sailor to go into a bit more information 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? Template Tags Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you may find 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 and so one thing we won’t be covering in today’s demo is the initial admin and the real setup setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed just yet this is an excellent overview of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping 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 remain in your inbox so you can come back and watch this in your Template Tags Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration much like to say 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 understand our vital professional business group and limitless our combination works at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail 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 e-mail campaign with campaign monitor using existing customer 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 actions to sync your data and send an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your information constant in 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also supply a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you might 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 permissions 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the additional actions of visiting often or working throughout numerous internet 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 Template Tags Campaign Monitor