Vibhor Campaign Monitor 2022

Lets talk Vibhor 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 viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Vibhor Campaign Monitor

the technical elements of the combination software our partnership 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 anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a few more participants have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to understand 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 learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the answers can be found in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like fine yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the connector so that’s really excellent to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah someone seeking to connect so yeah that’s actually informative which actually assists us ensure 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 utilizing cm4 SF the adapter is called we must 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email projects and determine the outcomes automatically syncing your data in between these two powerful apps implies that you’re always dealing with the latest and most precise information nor from within your Salesforce company excellent thanks boss and so simply sailor to enter into a bit more information 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? Vibhor Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer 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 start by answering 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 concerns and we’ve actually got two slides worth of those so you might discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the actual installation and the preliminary admin setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the integration installed just yet this is a great introduction of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 demonstration now which has been taped by Ross earlier and that’s the getting started 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 just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Vibhor Campaign Monitor

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make sure you’ve got all the learnings and prior to we start the demo similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional business group and unrestricted our combination works at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in simply a few minutes there are also lots of other advantages 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also supply a couple of tips on how to evaluate securely and lastly how to contact the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail 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 various approvals from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the extra steps of visiting frequently or working throughout numerous internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Vibhor Campaign Monitor