Where Does Campaign Monitor Store Data 2022

Lets talk Where Does Campaign Monitor Store Data…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated e-mail 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 developers of campaign monitor for Salesforce and manage Where Does Campaign Monitor Store Data

the technical elements of the integration software our partnership with campaign displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have just gotten here 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 few information about ourselves we ‘d like to know 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 the number of of you guys out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have so many individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like all right yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some individuals are just wanting to know more and yeah someone aiming to connect so yeah that’s actually insightful which truly assists us make sure we sort 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 ought to take a few moments to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email campaigns and determine the results automatically syncing your information between these 2 powerful apps suggests that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company terrific thanks employer and so just 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? Where Does Campaign Monitor Store Data

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may discover 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 question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demo is the real setup and the preliminary 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 just a moment even if you don’t have actually the combination installed just yet this is a great summary of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that springs 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 demo now which has actually been tape-recorded by Ross earlier which’s the beginning 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 don’t fret we’re taping 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 two once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Where Does Campaign Monitor Store Data

 

own time and ensure you have actually got all the knowings and before we start the demo just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our important expert enterprise group and unrestricted our combination works at all but the important addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send e-mail marketing campaigns in simply a few minutes there are also numerous other advantages to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll also supply a few pointers on how to test securely and lastly how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re actually eager to sync our information then send our an email campaign utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have various 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 most of our setup an e-mail building 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 via campaign monitor comm however without the extra actions of logging in often or working throughout multiple web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Where Does Campaign Monitor Store Data