Test Emails Campaign Monitor 2022

Lets talk Test Emails Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Test Emails Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign screens is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and state a couple of more participants have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have many people on the webinar can actually see the answers being available in thick and quick we’re getting a little bit of a pattern however 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 everyone has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s truly great to see yeah and a little bit of an interest going on so some individuals are just aiming to know more and yeah someone wanting to link so yeah that’s actually informative which really assists us make certain we kind 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 adapter is called we ought to take a couple of moments to inform you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail projects and measure the outcomes immediately syncing your information between these two effective apps implies that you’re constantly dealing with the latest and most precise information nor from within your Salesforce organization great thanks manager therefore simply sailor to enter 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? Test Emails Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 concerns and we’ve in fact got two slides worth of those so you might find that your question will be covered in that 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 really look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a fantastic overview of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components 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 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 have actually done that so it’ll be in your inbox so you can return and watch this in your Test Emails Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our vital expert business group and unlimited our combination operates at all but the vital addition it’s also where self was traditional and the newer lightening user 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 demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected 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 detailed demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in simply a few minutes there are also many other benefits to keeping your data constant in 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also offer a few ideas on how to test safely and finally how to contact the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly eager to sync our information then send our an email 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 just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only be able to see campaign monitor if your access varies 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 structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting often or working throughout several web 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 Test Emails Campaign Monitor