Campaign Monitor First Name Last Name – Loved by over 2 million

Lets talk Campaign Monitor First Name Last Name…Hi everyone and thank you a lot for joining us today on discover how to use 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 moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor First Name Last Name

the technical aspects of the integration software our collaboration with project screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a little bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the subject of how many of you men 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 things so Wow it’s fantastic to have numerous people on the webinar can actually see the responses can be found in thick and fast we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine looks like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like okay yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone looking to connect so yeah that’s truly insightful and that actually assists us ensure we type of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we must take a few moments to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email projects and measure the results instantly syncing your data between these 2 powerful apps means that you’re constantly dealing with the current and most precise information nor from within your Salesforce company excellent thanks boss therefore simply sailor to go into a 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 First Name Last Name

you know lasts about 15 minutes we’re also going to provide you an overview 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 answering 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 concerns and we’ve in fact got 2 slides worth of those so you may discover that your question 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 actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the initial admin and the real installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed just yet this is a fantastic summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just 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 figured 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 enjoy this in your Campaign Monitor First Name Last Name

 

own time and ensure you’ve got all the knowings and before we begin the demonstration similar to 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 most likely know our necessary expert business group and endless our combination operates at all but the important addition it’s also where self was traditional and the newer 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 demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up 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 an extensive demonstration of whatever that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are also many other benefits to keeping your data 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise offer a few tips on how to evaluate safely and lastly how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really keen to sync our information then send our an email project utilizing 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 however if you have various approvals 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 e-mail building 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 straight by means of campaign monitor comm however without the extra actions of visiting often or working throughout numerous internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor First Name Last Name