Where Is The Campaign Defaults Page In Campaign Monitor 2022

Lets talk Where Is The Campaign Defaults Page In Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting 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 manage Where Is The Campaign Defaults Page In Campaign Monitor

the technical elements of the combination software application our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and state a couple of more individuals have actually just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many people on the webinar can truly see the answers can be found in thick and fast we’re getting a bit of a trend 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 all right appear like well basically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to know more and yeah someone wanting to link so yeah that’s truly insightful and that actually helps us make sure we sort of tailor this to the best 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 ought to take a few moments to inform you a little bit more about what it is I believe 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 mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail projects and measure the results automatically syncing your information between these 2 effective apps indicates that you’re always working with the latest and most precise information nor from within your Salesforce company fantastic thanks boss therefore just sailor to enter 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 Is The Campaign Defaults Page In Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up right now this is a great introduction of essential functions and best practice for connecting Salesforce and campaign monitor hopefully 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’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs 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 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 stated 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 leading and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can return and view this in your Where Is The Campaign Defaults Page In Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we kick off the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our important professional enterprise group and unrestricted our combination works at all but the essential addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re 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 primary e-mail 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 objective will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send email marketing campaigns in just a couple of minutes there are also many other advantages to keeping your data constant 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 using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also provide a couple of ideas on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance group need to 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 really keen to sync our information then send our an email project utilizing 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 however if you have different permissions from me you may just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the additional actions of logging in often or working throughout several web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Where Is The Campaign Defaults Page In Campaign Monitor