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Lets talk Campaign Monitor Careers Nashville…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well 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 rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Careers Nashville

the technical aspects of the integration software application our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions great thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of people on the webinar can actually see the answers coming in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are simply seeking to know more and yeah someone wanting to link so yeah that’s truly insightful and that really helps us ensure we kind 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 utilizing cm4 SF the port is called we ought to take a few moments 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 e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and measure the outcomes automatically syncing your information in between these 2 powerful apps means that you’re always working with the most recent and most accurate information nor from within your Salesforce organization excellent thanks manager 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 Careers Nashville

you know lasts about 15 minutes we’re also going to provide you an overview 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 questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the initial admin and the actual installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed just yet this is a fantastic summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said 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 do not worry we’re recording 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 more once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Careers Nashville

 

own time and make certain you’ve got all the learnings and prior to we kick off the demo just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our necessary professional enterprise group and unrestricted our combination works at all but the essential addition it’s likewise where self was traditional and the more recent 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 port by Beaufort 12 is a primary 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 demo our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send email marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your data constant 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 using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise provide a few pointers on how to test safely and lastly how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may only be able to see campaign monitor if your access differs 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 exactly the like if you logged into the account straight through campaign monitor comm however without the extra actions of visiting frequently or working throughout multiple internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Careers Nashville