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Lets talk Add Social Media Buttons To Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Add Social Media Buttons To Campaign Monitor

the technical elements of the integration software application our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns great thanks Ross and say a couple of more participants have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many individuals on the webinar can truly see the answers 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 anonymous so please do do not hesitate to vote fine appear like well basically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently using the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah someone looking to link so yeah that’s actually insightful which actually helps us make sure we type 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 adapter is called we should take a couple of minutes to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its simple setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and determine the outcomes immediately syncing your information between these two effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization great thanks manager and so just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up just yet this is a terrific summary of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to simplify 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 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 actually been tape-recorded by Ross earlier and that’s the getting started 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 just on the third simply 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 more once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Add Social Media Buttons To Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we kick off the demo similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely know our necessary expert enterprise group and limitless our combination operates at all but the important addition it’s likewise where self was traditional and the newer lightening user 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail 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 objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data 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 whatever that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in simply a few minutes there are likewise lots of other advantages to keeping your information 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also supply a couple of ideas on how to evaluate securely and finally how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we remain 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 but if you have different authorizations from me you may just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update 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 visit and utilize 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 across multiple browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Add Social Media Buttons To Campaign Monitor