Using Campaign Monitor For Clients 2022

Lets talk Using Campaign Monitor For Clients…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to 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 much like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance connecting 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 Using Campaign Monitor For Clients

the technical aspects of the combination software application our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and state a couple of more individuals have actually simply 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 minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you guys are a quick poll 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 customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have numerous individuals on the webinar can actually see the answers coming in thick and fast 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 fine appear like well practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like all right yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone wanting to link so yeah that’s truly informative which truly helps us ensure we type 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 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 better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the outcomes automatically syncing your information between these 2 effective apps indicates that you’re always dealing with the current and most accurate data nor from within your Salesforce company great thanks employer therefore simply sailor to go into a little 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? Using Campaign Monitor For Clients

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 actually got two 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 got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed just yet this is a terrific introduction of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the beginning 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 3rd just on the 15 minutes so and if you do miss any of the action do not stress we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can return and see this in your Using Campaign Monitor For Clients

 

own time and make sure you’ve got all the learnings and prior to we kick off the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our vital expert enterprise group and unlimited our combination works at all but the essential addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing 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 powerful it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also lots of other advantages to keeping your information consistent between your serum and email 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 utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise supply a couple of suggestions on how to evaluate securely and lastly how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re really eager to sync our information then send our an email project utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might 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 update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the extra steps of visiting regularly or working across numerous web browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Using Campaign Monitor For Clients