Automated Emails Campaign Monitor – Loved by over 2 million

Lets talk Automated Emails Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn 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 completely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Automated Emails Campaign Monitor

the technical elements of the integration software our collaboration with project monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to understand a little bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a bit of a trend 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 pretty much everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like fine yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s truly great to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah somebody aiming to link so yeah that’s actually insightful which really helps us make certain we type of tailor this to the best 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 adapter is called we ought to take a few moments 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 top email marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email campaigns and determine the results immediately syncing your information between these 2 effective apps suggests that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company excellent thanks boss therefore just 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? Automated Emails Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we get through 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 include your question thank you therefore something we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration set up 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 learn more about a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t fret we’re taping this webinar so we’ll the leading 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 return and view this in your Automated Emails Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we start the demo similar to to say 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 probably understand our important professional enterprise group and unlimited our integration works at all but the essential addition it’s likewise where self was classic and the newer lightening 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 demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an e-mail project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and prepared to send out e-mail marketing campaigns in simply a few minutes there are also many other advantages 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 subscriber 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 develop an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll also offer a couple of suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our data then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you may just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents 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 same as if you logged into the account directly through campaign monitor comm but without the extra steps of logging in often or working throughout multiple browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Automated Emails Campaign Monitor