What Is Campaign Monitor 2022

Lets talk What Is Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle What Is Campaign Monitor

the technical elements of the integration software application our partnership with project displays 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 presentation today and addressing your concerns terrific thanks Ross and say a few more individuals have simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you men are a fast poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing clients 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 sort of things so Wow it’s terrific to have numerous people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well basically everybody has 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 outcomes look like okay yeah I think that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just looking to understand more and yeah someone aiming to connect so yeah that’s really informative which actually assists us make sure we type 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 port is called we should take a couple of 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 easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email projects and determine the results immediately syncing your information in between these two effective apps indicates that you’re always working with the latest and most precise information nor from within your Salesforce organization terrific thanks boss therefore simply sailor to enter into a 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? What Is Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to begin with utilizing 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 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 actually got two slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the combination installed right now this is an excellent summary of crucial functions and best practice for connecting 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 streamline 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 on but if there’s anything that some if there’s anything that comes 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 been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects 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 tape-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’ve done that so it’ll be in your inbox so you can come back and see this in your What Is Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we begin the demonstration just like to say a few 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 vital expert enterprise group and unlimited our combination works at all but the necessary 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 acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your information constant 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 produce 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 produce an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also offer a couple of ideas on how to test safely and finally how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually keen 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only have the ability to see campaign monitor if your access 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 the majority 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 through campaign monitor comm but without the extra steps of visiting regularly or working across several web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you What Is Campaign Monitor