Why Is My Campaign Monitor 2022

Lets talk Why Is My Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Why Is My Campaign Monitor

the technical aspects of the integration software application our partnership with campaign monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a few more individuals have actually just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to know a bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have so many people on the webinar can actually see the responses coming 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 confidential so please do feel free to vote all right appear like well practically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like all right yeah I think that’s practically 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 truly excellent to see yeah and a bit of an interest going on so some individuals are simply looking to know more and yeah someone looking to link so yeah that’s actually insightful which actually assists us make sure we sort of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port is called we should take a couple of moments to tell you a 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 primary email marketing at for Salesforce mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email campaigns and determine the results immediately syncing your data in between these two effective apps suggests that you’re constantly working with the most recent and most accurate information nor from within your Salesforce organization great thanks manager and so simply sailor to enter into a little 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? Why Is My Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover that your concern 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 got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the initial admin and the real setup 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 don’t have actually the integration installed just yet this is a terrific introduction of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes 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 to the demo now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components 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 out on any of the action don’t fret we’re 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 2 once we have actually done that so it’ll be in your inbox so you can come back and view this in your Why Is My Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential professional business group and unrestricted our integration works at all but the important addition it’s likewise where self was timeless and the newer lightening 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 utilizing 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 number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your organization app syncing and ready to send email marketing campaigns in just a couple of minutes there are likewise many other advantages to keeping your data consistent between your serum and email marketing platform not the least of which is conserving 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 develop an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll also offer a few pointers on how to test securely and finally how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really eager to sync our data then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may 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 exactly the like if you logged into the account straight via campaign monitor comm however without the additional actions of visiting regularly or working throughout numerous web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Why Is My Campaign Monitor