Campaign Monitor Drupal 8 – Loved by over 2 million

Lets talk Campaign Monitor Drupal 8…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Drupal 8

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 lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a couple of more individuals have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a quick poll 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 looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have numerous people on the webinar can really see the answers can be found in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like fine yeah I believe that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the adapter so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just looking to understand more and yeah someone seeking to connect so yeah that’s truly informative which actually assists us make sure we sort of tailor this to the ideal 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 connector is called we must take a few moments to inform you a 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 email marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail projects and measure the results instantly syncing your data between these two effective apps indicates that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company great thanks employer and so just sailor to enter into a bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to begin with using 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 in fact 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 get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed just yet this is a fantastic introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress 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’ve done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Drupal 8

 

own time and make sure you have actually got all the knowings and prior to we start the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our vital expert enterprise group and limitless our combination operates at all but the important addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send email marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your data constant in 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 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 create an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also offer a couple of ideas on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team should 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 really keen to sync our information 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only be able to see campaign monitor if your access 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 most of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra steps of logging in frequently or working throughout several web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Drupal 8