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Lets talk Add To Calendar Button For Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know completely about project well up 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 customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Add To Calendar Button For Campaign Monitor

the technical aspects of the combination software our partnership with campaign screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a couple of more individuals have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start getting 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 information about ourselves we ‘d like to know a little bit about you men are a fast poll so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous people on the webinar can really see the responses being available 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 confidential so please do do not hesitate to vote all right looks like well basically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like fine yeah I think that’s practically everyone has 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 really terrific to see yeah and a bit of an interest going on so some individuals are just aiming to understand more and yeah somebody seeking to link so yeah that’s truly informative and that actually helps us make certain we sort 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 port is called we should take a few moments to inform you a 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 number one email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send e-mail campaigns and measure the outcomes immediately syncing your information between these two powerful apps means that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce company excellent 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 demonstration which is

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you understand lasts about 15 minutes we’re also going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the actual installation 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 just a minute even if you do not have actually the combination installed just yet this is a fantastic summary of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to simplify automate your e-mail 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 springs 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 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 said 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 worry we’re recording this webinar so we’ll the leading 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 return and see this in your Add To Calendar Button For Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we start the demo much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our necessary professional enterprise group and limitless our combination operates at all but the necessary addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send out e-mail marketing projects in just a couple of minutes there are likewise many other advantages to keeping your data consistent in 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also provide a few ideas on how to evaluate securely and lastly how to contact the Beaufort 12 assistance group should 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 actually eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working across several internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Add To Calendar Button For Campaign Monitor