Zoho Campaign Monitor 2022

Lets talk Zoho Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience team 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 assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Zoho Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over ten 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 demonstration today and answering your questions excellent thanks Ross and state a few more participants have simply shown up so yeah you’re just just in 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 minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a bit about you guys are a quick poll so I’m simply going to launch 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 sort of things so Wow it’s great to have many people on the webinar can really see the responses 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 confidential so please do feel free to vote okay looks like well basically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly great to see yeah and a bit of an interest going on so some people are just seeking to know more and yeah somebody looking to connect so yeah that’s really insightful which really helps us make certain we kind of tailor this to the right 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 connector is called we must take a couple of minutes to inform 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 e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and determine the outcomes instantly syncing your information between these two powerful apps implies that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization terrific thanks manager and so simply sailor to go 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? Zoho Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 in fact got 2 slides worth of those so you might find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the initial admin and the actual setup setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination set up just yet this is an excellent summary of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the getting going 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 just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret we’re 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 two once we’ve done that so it’ll remain in your inbox so you can return and view this in your Zoho Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we begin the demo much like 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 most likely understand our important expert enterprise group and unlimited our combination works at all but the vital addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your information consistent in 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also offer a few tips on how to evaluate securely and finally how to contact the Beaufort 12 support team need to you have any concerns 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 keen 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various consents 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 update your permissions 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 precisely the like if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting often or working throughout numerous web browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Zoho Campaign Monitor