Campaign Monitor Embed Form – Loved by over 2 million

Lets talk Campaign Monitor Embed Form…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about project 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 grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human support 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 handle Campaign Monitor Embed Form

the technical elements of the combination software application our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a few more individuals have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to understand a bit about you people are a quick 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 customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous people on the webinar can truly see the responses coming in thick and quick 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 do not hesitate to vote okay looks like well basically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like okay yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s really fantastic to see yeah and a little bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody aiming to link so yeah that’s truly informative and that truly assists us ensure we sort of tailor this to the right 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 should take a couple of moments to inform you a 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 mostly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and determine the results automatically syncing your data between these 2 powerful apps means that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks employer therefore simply sailor to enter into a little bit more information 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 Embed Form

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your concern will be covered in that Q&A session but so as we make it 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 add in your question thank you therefore something we won’t be covering in today’s demo is the initial admin and the actual installation setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up just yet this is a great overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline automate your e-mail 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 comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the getting going 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 third just on the 15 minutes so and if you do miss any of the action do not stress we’re taping 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 two once we have actually done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Embed Form

 

own time and make sure you’ve got all the learnings and prior to we begin the demo similar to to say 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 most likely know our important professional enterprise group and endless our combination works at all but the important addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply 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 detailed demo of whatever that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send an e-mail project and view results we’ll also offer a couple of ideas on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any questions 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 keen to sync our information then send our an e-mail project utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your approvals 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 straight by means of campaign monitor comm however without the additional steps of logging in frequently or working across numerous web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Embed Form