Video Email Campaign Monitor 2022

Lets talk Video Email Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Video Email Campaign Monitor

the technical elements of the integration software application our partnership with project monitors is over ten years old so myself and my group have got a lot of experience working 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 individuals have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous individuals on the webinar can really see the responses can be found 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 anonymous so please do do not hesitate to vote okay looks like well practically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s truly great to see yeah and a little bit of a curiosity going on so some individuals are just aiming to know more and yeah someone seeking to link so yeah that’s truly informative which actually helps us ensure we sort of tailor this to the best 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 should take a few 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send e-mail campaigns and measure the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re always dealing with the current and most precise data nor from within your Salesforce organization fantastic thanks boss and so simply sailor to go into a little 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? Video Email Campaign Monitor

you know lasts about 15 minutes we’re also going to provide 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 begin by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you might 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 really look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demo is the actual installation and the initial admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed just yet this is a fantastic summary of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that comes 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 over to the demonstration now which has actually been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components 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 any of the action do not stress 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 be in your inbox so you can come back and watch this in your Video Email Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our essential professional business group and unlimited our combination operates at all but the vital 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 terms of leads contacts projects 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing customer information 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 out an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your data consistent in between your serum and email marketing platform not the least of which is saving 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 create custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a few suggestions on how to test securely and finally how to contact 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’ve simply linked to campaign monitor we’re truly eager to sync our data then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you may 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 consents 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the extra steps of visiting regularly or working throughout numerous browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Video Email Campaign Monitor