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Lets talk Campaign Monitor Edit Image…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Edit Image

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions great thanks Ross and say a few more individuals have just gotten here 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 few minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand 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 people out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many people on the webinar can really see the responses can be found in thick and quickly we’re getting a little bit of a pattern 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 pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah someone wanting to link so yeah that’s actually insightful and that actually assists us ensure we sort of tailor this to the best 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 need to take a few moments 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 top e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out email projects and determine the outcomes automatically syncing your information between these two effective apps suggests that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company excellent 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 Edit Image

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 questions and we’ve really got 2 slides worth of those so you might find that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do actually 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 initial admin and the real setup setup with the integration that said we do ever assist 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 combination set up just yet this is a great overview of crucial features and best 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 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 won’t be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier which’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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re 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 more once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Edit Image

 

own time and make certain you’ve got all the knowings and prior to we start the demonstration much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our essential professional business group and unlimited our integration operates at all but the important addition it’s also where self was timeless and the newer 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 using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send out an e-mail 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 installed and linked 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 organization app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are likewise lots of other benefits 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a few suggestions on how to test safely and finally how to contact the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly keen to sync our data 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may 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 most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the extra actions of visiting regularly or working across multiple browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Edit Image