Campaign Monitor Adroll – Loved by over 2 million

Lets talk Campaign Monitor Adroll…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Adroll

the technical elements of the integration software application our partnership with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a couple of more individuals have just arrived so yeah you’re simply 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 moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to understand a little bit about you guys are a quick survey so I’m simply going to release 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 finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have numerous people on the webinar can really see the answers coming in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like all right yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s truly terrific to see yeah and a little bit of an interest going on so some people are just seeking to understand more and yeah somebody looking to connect so yeah that’s actually insightful which actually assists us ensure 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 port is called we should take a couple of moments to tell you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and determine the outcomes immediately syncing your information between these two effective apps implies that you’re always dealing with the latest and most accurate data nor from within your Salesforce company fantastic thanks manager therefore simply sailor to go into a bit more detail 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 Adroll

you understand lasts about 15 minutes we’re also going to supply you a summary of how to start 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 in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however 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 one thing we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination installed just yet this is a fantastic introduction of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some 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 on however if there’s anything that some if there’s anything that springs 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 over to the demo now which has been recorded by Ross earlier and that’s the getting started 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 third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re taping 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 two once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Adroll

 

own time and make certain you’ve got all the knowings and before we kick off the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our necessary professional enterprise group and unrestricted our combination works at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns 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 adapter by Beaufort 12 is a top 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 demo our objective will be to send 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 steps to sync your data and send an e-mail campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your company app syncing and ready to send out email marketing campaigns in just a few minutes there are also lots of 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll likewise offer a few pointers on how to evaluate securely and finally how to call the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re 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 however if you have various authorizations from me you may only 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 approvals 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 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 extra steps of visiting regularly or working throughout numerous internet browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Adroll