Campaign Monitor 3.2 – Loved by over 2 million

Lets talk Campaign Monitor 3.2…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor 3.2

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and state a couple of more participants have just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have many people on the webinar can truly see the answers being available in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like okay yeah I think that’s basically everyone has voted there so thank you a lot and here’s the outcomes 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 a curiosity going on so some people are simply wanting to know more and yeah somebody seeking to connect so yeah that’s actually insightful which actually assists us make certain we sort 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 port is called we ought to take a few 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 mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and measure the outcomes automatically syncing your information between these 2 effective apps implies that you’re always working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks boss 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

What is a good open rate for email 2020? Campaign Monitor 3.2

you understand lasts about 15 minutes we’re also going to supply you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you may find that your question 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 really look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the real setup and the initial admin setup with the combination that stated 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 don’t have actually the combination installed right now this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include 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 starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t 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 be in your inbox so you can return and enjoy this in your Campaign Monitor 3.2

 

own time and ensure you have actually got all the learnings and prior to we begin the demo similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional business group and limitless our combination operates at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most 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 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 goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data consistent 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 using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also provide a few suggestions on how to check securely and lastly how to get in touch with the Beaufort 12 support group ought to you have any questions 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 eager to sync our information then send our an e-mail project 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 merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the additional actions of logging in frequently or working across several browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor 3.2