What Is Worldview On Campaign Monitor 2022

Lets talk What Is Worldview On Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle What Is Worldview On Campaign Monitor

the technical aspects of the combination software application our collaboration with project monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a couple of more participants have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a little bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have many people on the webinar can actually see the responses being available 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 confidential so please do feel free to vote okay looks like well pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results 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 great deal of you are already utilizing the connector so that’s really excellent to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah somebody looking to connect so yeah that’s truly insightful which truly assists us ensure we kind of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we must take a couple of minutes 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 email marketing at for Salesforce largely due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail projects and measure the outcomes automatically syncing your data between these two effective apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization terrific thanks manager 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? What Is Worldview On Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started 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 also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your concern will be covered in that 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 and so one thing we won’t be covering in today’s demo is the real setup and the initial admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a terrific introduction of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some 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 currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs 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 over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not stress we’re tape-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 two once we’ve done that so it’ll be in your inbox so you can return and view this in your What Is Worldview On Campaign Monitor

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

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration just like 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 vital expert enterprise group and unrestricted our integration operates at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your business app syncing and ready to send out e-mail marketing projects in just a few minutes there are likewise lots of 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise offer a few tips on how to check securely and finally how to call the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really keen to sync our information 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions 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 log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional actions of logging in frequently or working across multiple browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you What Is Worldview On Campaign Monitor