Campaign Monitor Data Template For Marketing Automation – Loved by over 2 million

Lets talk Campaign Monitor Data Template For Marketing Automation…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Data Template For Marketing Automation

the technical elements of the combination software application our collaboration with campaign displays is over 10 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 demonstration today and answering your concerns excellent thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you guys are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have many individuals on the webinar can truly see the answers can be found in thick and fast we’re getting a little 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 alright appear like well practically everybody has actually voted so if you want to utilize 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 okay yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s really excellent to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah someone aiming to link so yeah that’s really insightful and that actually helps us make sure we type 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 port is called we should take a few minutes to tell you a little 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 e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and determine the results automatically syncing your data in between these two powerful apps means that you’re constantly working with the current and most precise data nor from within your Salesforce organization excellent thanks employer and so 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 Data Template For Marketing Automation

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you registered 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 discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up just yet this is a fantastic introduction of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’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 said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Data Template For Marketing Automation

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our vital expert enterprise group and endless our combination works at all but the important addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing campaigns in simply a couple of minutes there are also many other advantages to keeping your information consistent between your serum and email 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 create custom fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll likewise provide a couple of ideas on how to evaluate securely and lastly how to contact the Beaufort 12 support group need to 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 eager to sync our information then send our an email campaign using 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 but if you have various authorizations from me you may just 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting regularly or working throughout numerous browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Data Template For Marketing Automation