Campaign Monitor Campaign Monitor Pt D Sydney – Loved by over 2 million

Lets talk Campaign Monitor Campaign Monitor Pt D Sydney…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human support 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 Campaign Monitor Campaign Monitor Pt D Sydney

the technical elements of the integration software our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a few more participants have actually simply shown up so yeah you’re just just in time we’re just 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 enjoy to know a little bit about you men are a quick survey so I’m simply going to introduce 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 discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many individuals on the webinar can truly see the answers coming in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everyone has voted so if you wish 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 pretty much everybody has 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 really fantastic to see yeah and a little bit of an interest going on so some individuals are just seeking to know more and yeah someone aiming to connect so yeah that’s actually informative and that truly helps us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we must take a few 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 number one email marketing at for Salesforce mainly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and determine the results automatically syncing your information in between these 2 powerful apps means that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization excellent thanks manager therefore simply sailor to go into a little 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 Campaign Monitor Pt D Sydney

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 find that your concern will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact 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 help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed right now this is a great introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline 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 concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action don’t stress 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 be in your inbox so you can come back and see this in your Campaign Monitor Campaign Monitor Pt D Sydney

 

own time and make sure you have actually got all the knowings and prior to we start the demo similar to to state 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 probably understand our necessary professional enterprise group and endless our integration operates at all but the necessary addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of 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 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 demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send e-mail marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your data constant 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 data synced for a specific time produce an email campaign in campaign monitor and define receivers and send an email project and view results we’ll likewise offer a few tips on how to check safely and finally how to contact the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an email 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 authorizations from me you might 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 permissions 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Campaign Monitor Pt D Sydney