Where Is Automation In Campaign Monitor 2022

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

the technical aspects of the combination software our partnership with project screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and say a few more participants have just 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 moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have many people on the webinar can really see the responses being available in thick and quick we’re getting a 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 appear like well pretty much everyone has 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 results appear like fine yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah someone wanting to connect so yeah that’s truly insightful which truly assists us make certain we kind 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 adapter is called we must take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail projects and determine the results immediately syncing your information between these two effective apps implies that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization terrific thanks manager therefore just sailor to enter 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? Where Is Automation In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you might discover that your question will be covered because Q&A session but so as we survive 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 initial admin and the real installation setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the combination set up just yet this is a terrific introduction of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to enhance automate your e-mail 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 comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements 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 fret we’re taping 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 remain in your inbox so you can return and view this in your Where Is Automation In Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we begin the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our necessary expert business group and limitless our integration operates at all but the important addition it’s also where self was classic and the newer lightening user 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 using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send an e-mail project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send an e-mail campaign 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 email marketing projects in simply a few minutes there are also many other advantages to keeping your data constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a few ideas on how to evaluate 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 state that we have actually just linked to campaign monitor we’re actually eager to sync our data 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 along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might just be able 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 most of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the extra actions of logging in regularly or working across numerous web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Where Is Automation In Campaign Monitor