Video Integration Campaign Monitor 2022

Lets talk Video Integration Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Video Integration Campaign Monitor

the technical aspects of the integration software application our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and say a few more participants have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start 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 love to know a bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the subject of the number of of you people 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 many people on the webinar can really see the answers 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 fine looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like okay yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s truly great to see yeah and a bit of an interest going on so some individuals are just looking to understand more and yeah someone wanting to connect so yeah that’s really informative which truly assists us make sure we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port is called we should take a few moments to tell 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 mainly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail campaigns and measure the outcomes immediately syncing your information in between these 2 powerful apps implies that you’re always working with the current and most precise data nor from within your Salesforce organization terrific thanks boss therefore just sailor to go into a bit more detail 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 Integration Campaign Monitor

you understand 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 start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination set up right now this is a great overview of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually 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 demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re recording 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 2 once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Video Integration Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we kick off the demo similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important professional business group and endless our combination works at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 adapter 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 e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your service app syncing and all set to send e-mail marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is conserving 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send an email project and view results we’ll also provide a few suggestions on how to test securely and lastly how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we remain 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 different consents from me you may just be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the extra steps of logging in often or working across multiple web browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Video Integration Campaign Monitor