Campaign Monitor Crm Dynamics – Loved by over 2 million

Lets talk Campaign Monitor Crm Dynamics…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 everybody that’s joining us may not know totally about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Crm Dynamics

the technical aspects of the integration software our partnership with campaign displays is over 10 years old so myself and my team have got a great deal 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 individuals have just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have many people on the webinar can really see the responses coming in thick and fast we’re getting a little a trend however 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 basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah somebody wanting to connect so yeah that’s actually informative and that really helps us make certain we type of tailor this to the ideal 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 ought to take a few minutes to inform you a 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email projects and measure the outcomes instantly syncing your information in between these two effective apps means that you’re constantly dealing with the current and most precise information nor from within your Salesforce company great thanks manager therefore just sailor to enter into a bit more information 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 Crm Dynamics

you know lasts about 15 minutes we’re also going to provide you a summary 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 answering some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually 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 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 concern thank you and so something we won’t be covering in today’s demo is the preliminary admin and the real installation setup with the combination that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed right now this is a fantastic overview of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns 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 recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re tape-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 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Crm Dynamics

 

own time and make sure you’ve got all the learnings and prior to we kick off the demonstration similar to to say 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 most likely understand our vital expert enterprise group and limitless our integration operates at all but the essential addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email 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 data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing campaigns in just a few minutes there are likewise numerous 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a couple of suggestions on how to check safely and finally how to get in touch with the Beaufort 12 support 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 connected to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the extra steps of visiting frequently or working throughout numerous web browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Crm Dynamics