Unsub Campaign Monitor 2022

Lets talk Unsub Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Unsub Campaign Monitor

the technical aspects of the combination software application our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more individuals have just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people 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 excellent to have numerous people on the webinar can truly see the responses coming in thick and quick we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well practically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like fine 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 using the port so that’s really excellent to see yeah and a little bit of a curiosity going on so some people are simply looking to understand more and yeah someone wanting to connect so yeah that’s really insightful which actually assists us make sure we kind of tailor this to the ideal 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 connector is called we need to take a couple of moments to inform 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 number one email marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and measure the results immediately syncing your data in between these two powerful apps suggests that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization great thanks boss therefore simply sailor to enter into a little bit more detail 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? Unsub Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we survive 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 add in your concern thank you and so something we will not be covering in today’s demonstration is the real installation and the preliminary admin 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 integration installed just yet this is a terrific introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods 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 questions later 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 concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting started 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 3rd simply 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 top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can return and view this in your Unsub Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we begin the demonstration much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our important expert business group and endless our integration works at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to 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 connector 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 powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing campaigns in just a few minutes there are likewise numerous 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made 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 pointers on how to evaluate securely and lastly how to get in touch with 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 have actually just connected to campaign monitor we’re actually keen 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 simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 utilize 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 actions of logging in regularly or working across multiple web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Unsub Campaign Monitor