Campaign Monitor Áî®Ê≥Ï – Loved by over 2 million

Lets talk Campaign Monitor Áî®Ê≥Ï…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Áî®Ê≥Ï

the technical aspects of the combination software application our partnership with project displays 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 answering your questions fantastic thanks Ross and state a few more participants have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a little bit about you men 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 people out there are existing customers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have numerous people on the webinar can truly see the answers being available in thick and quick we’re getting a little 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 fine appear like well practically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the port so that’s actually great to see yeah and a little bit of a curiosity going on so some people are simply wanting to understand more and yeah someone aiming to link so yeah that’s really informative and that truly assists us make certain we sort 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 using cm4 SF the adapter is called we must take a few moments to tell you a little 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 primary e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and measure the outcomes automatically syncing your data in between these two effective apps suggests that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce organization excellent thanks employer therefore just sailor to enter into a bit more detail 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? Campaign Monitor Áî®Ê≥Ï

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your question will be covered in that Q&A session however so as we survive 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 add in your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real setup 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 do not have actually the integration set up just yet this is a fantastic summary of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated 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 do not 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 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Áî®Ê≥Ï

 

own time and make certain you have actually got all the knowings and before we start the demonstration just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our vital expert business group and endless our integration operates at all but the important addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns 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 e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing subscriber information 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 out an e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also provide a couple of tips on how to test securely and finally how to call the Beaufort 12 assistance group 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 really eager to sync our data then send our an e-mail campaign utilizing 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 merely called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the additional steps of visiting often or working throughout numerous browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Áî®Ê≥Ï