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Lets talk Campaign Monitor Change Font…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Change Font

the technical aspects of the integration software our collaboration with project monitors is over ten years old so myself and my team 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 state a couple of more individuals have simply arrived 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 couple of moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have numerous individuals on the webinar can really see the responses coming in thick and quick 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 appear like well practically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like alright yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s actually great to see yeah and a bit of a curiosity going on so some people are just wanting to know more and yeah somebody aiming to connect so yeah that’s truly insightful which truly helps us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we should take a few moments to inform you a 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 top email marketing at for Salesforce largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and determine the outcomes instantly syncing your information between these two powerful apps indicates that you’re always working with the current and most accurate data nor from within your Salesforce company fantastic thanks boss therefore simply sailor to go into a bit more information 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 Change Font

you understand lasts about 15 minutes we’re also going to offer you an overview 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 questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your concern 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 include your concern thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed right now this is a fantastic overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on 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 more once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Change Font

 

own time and make sure you have actually got all the learnings and before we begin the demonstration 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 available as you will most likely understand our necessary expert enterprise group and unrestricted our integration operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing campaigns in simply a couple of minutes there are also lots of other advantages to keeping your information constant between your serum and e-mail marketing platform not the least of which is conserving 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll also supply a couple of ideas on how to check safely and finally how to contact 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 connected to campaign monitor we’re truly 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 just called campaign monitor I’m seeing this as an admin however if you have various approvals 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 update your approvals 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 log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the extra actions of visiting frequently or working across several web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Change Font