Zen Desk Campaign Monitor 2022

Lets talk Zen Desk Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated 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 Zen Desk Campaign Monitor

the technical elements of the integration software our partnership with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more participants have just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of individuals on the webinar can really see the answers being available in thick and fast we’re getting a little 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 everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like okay 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 using the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are simply wanting to understand more and yeah somebody wanting to connect so yeah that’s actually insightful and that really helps us make sure we kind 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 port is called we should take a few moments to tell 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 mainly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail campaigns and measure the results immediately syncing your information between these 2 effective apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce organization great 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? Zen Desk Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out 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 question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the combination installed just yet this is a great summary of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already 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 demonstration please do include 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 beginning with campaign monitor for Salesforce which will cover the different components 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 out on 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 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Zen Desk Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we start the demonstration similar to to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our necessary professional business group and unlimited our integration works at all but the vital addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email 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 goal will be to send 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 actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send out email marketing projects in simply a few minutes there are likewise numerous other advantages to keeping your data constant between your serum and e-mail marketing platform not the least of which is saving 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 using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define receivers and send out an email project and view results we’ll also supply a few suggestions on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly 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 along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm however without the extra actions of logging in regularly or working throughout multiple internet 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 Zen Desk Campaign Monitor