Campaign Monitor Custom Field Checkbox – Loved by over 2 million

Lets talk Campaign Monitor Custom Field Checkbox…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Custom Field Checkbox

the technical aspects of the integration software our collaboration with project screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have numerous people on the webinar can truly see the answers can be found 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 anonymous so please do do not hesitate to vote fine appear like well pretty much everyone has voted so if you want to use 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 okay yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are just seeking to understand more and yeah somebody wanting to connect so yeah that’s really informative which really assists us ensure we kind 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 connector is called we must take a couple of moments to inform you a little bit more about what it is I think 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 easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail projects and measure the outcomes automatically syncing your data in between these 2 powerful apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce company fantastic thanks employer and so just sailor to go 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 Custom Field Checkbox

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we get 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 include your concern thank you and so something we won’t be covering in today’s demo is the actual setup and the initial admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now this is a great introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that comes to mind 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 taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 do not stress we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Custom Field Checkbox

 

own time and make sure you have actually got all the knowings and before we begin the demo much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our essential expert enterprise group and limitless our integration works at all but the vital addition it’s likewise where self was timeless and the more recent lightening 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 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 simple it is and how effective it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 information and send an email 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 all set to send out e-mail marketing campaigns in just a couple of minutes there are also many other advantages to keeping your data constant between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create 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 campaign in campaign monitor and specify receivers and send out an email project and view results we’ll also offer a few tips on how to check safely and lastly how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an email campaign utilizing 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 however if you have various authorizations from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade 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 log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the additional steps of visiting often or working across several internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Custom Field Checkbox