Zendesk Campaign Monitor 2022

Lets talk Zendesk Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all 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 email 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 handle Zendesk Campaign Monitor

the technical aspects of the combination software application our collaboration with project monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of 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 getting into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have numerous individuals on the webinar can really see the answers can be found in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well pretty much everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like okay yeah I think that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s actually terrific to see yeah and a little bit of an interest going on so some people are just looking to understand more and yeah someone seeking to link so yeah that’s really informative which really helps us ensure we kind 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 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 e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send out email campaigns and measure the outcomes instantly syncing your information in between these 2 effective apps implies that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce organization fantastic thanks employer and so simply sailor to enter into a little 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? Zendesk Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you may discover that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a concern 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 preliminary admin and the real setup setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination set up just yet this is a terrific overview of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to enhance 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 occurs 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 tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated 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 stress we’re tape-recording 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 Zendesk Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we kick off the demonstration just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our vital expert enterprise group and endless our integration works at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing subscriber data 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 information and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send out email marketing projects in just a few minutes there are also many other benefits 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise provide a few pointers on how to evaluate securely and finally how to contact the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly keen to sync our information 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might 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 most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in frequently or working throughout several web browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Zendesk Campaign Monitor