Andrea Wildt Campaign Monitor – Loved by over 2 million

Lets talk Andrea Wildt Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know totally about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Andrea Wildt Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a few more participants have simply arrived 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 couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many people on the webinar can truly see the answers coming in thick and quickly we’re getting a little bit of a pattern 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 appear like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like okay yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are just looking to understand more and yeah someone looking to link so yeah that’s truly insightful and that actually assists us make sure we type of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we should take a couple of minutes to inform you a little 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 email marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and measure the outcomes immediately syncing your information between these two effective apps suggests that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization fantastic thanks boss and so just sailor to enter into a bit more information 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? Andrea Wildt Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide 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 start by addressing 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 actually got 2 slides worth of those so you might discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do really 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 preliminary admin and the actual installation setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up right now this is a terrific overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions 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 demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said 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 don’t worry we’re tape-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 two once we’ve done that so it’ll remain in your inbox so you can return and see this in your Andrea Wildt Campaign Monitor

 

own time and ensure you have actually got all the learnings and before we start the demo much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our essential expert enterprise group and limitless our combination works at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and prepared to send out e-mail marketing campaigns in just a couple of minutes there are likewise numerous other advantages to keeping your information 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 utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also provide a few pointers on how to evaluate safely and finally how to call the Beaufort 12 support group ought to 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 really keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we remain 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 different consents from me you may just 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra actions of logging in frequently or working throughout several browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Andrea Wildt Campaign Monitor