Wufoo Campaign Monitor Integration 2022

Lets talk Wufoo Campaign Monitor Integration…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 seeing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Wufoo Campaign Monitor Integration

the technical elements of the combination software our collaboration with campaign screens is over ten 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 answering your questions fantastic thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re just 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 minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the subject of how many of you people 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 sort of stuff so Wow it’s fantastic to have so many people on the webinar can actually see the responses can be found in thick and fast we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like all right yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah someone wanting to link so yeah that’s actually informative which truly assists us make sure we kind of tailor this to the best 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 adapter is called we should 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 much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail campaigns and determine the results automatically syncing your information between these two effective apps means that you’re always working with the current and most precise information nor from within your Salesforce company fantastic thanks manager therefore just sailor to enter into a bit more information 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? Wufoo Campaign Monitor Integration

you understand lasts about 15 minutes we’re also 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 responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your concern will be covered because 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 in fact look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demo is the real installation and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination installed just yet this is a great overview of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already 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 demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action don’t stress 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’ve done that so it’ll remain in your inbox so you can come back and view this in your Wufoo Campaign Monitor Integration

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our necessary expert business group and limitless our combination works at all but the vital addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects 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 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 powerful it can be in this demo our goal 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 actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in just a couple of minutes there are likewise many other advantages to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and define receivers and send out an email project and view results we’ll likewise supply a few tips on how to evaluate securely and lastly how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may only 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of visiting often or working across multiple browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Wufoo Campaign Monitor Integration