Campaign Monitor For Salesforce Appexchange – Loved by over 2 million

Lets talk Campaign Monitor For Salesforce Appexchange…Hi everyone and thank you so much for joining us today on discover 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 campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple 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 creators of campaign monitor for Salesforce and manage Campaign Monitor For Salesforce Appexchange

the technical elements of the combination software our partnership with project monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a few more participants 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 start entering into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing consumers 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 stuff so Wow it’s great to have numerous people on the webinar can actually see the responses can be found in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like all right yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the connector so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone aiming to connect so yeah that’s really informative and that truly helps us ensure we type of tailor this to the ideal 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 ought to take a couple of minutes to inform you a little 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 mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and determine the outcomes immediately syncing your information between these 2 effective apps suggests that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks employer therefore simply sailor to enter into a little 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 also going to provide you an introduction of how to start with utilizing 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 out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the actual setup and the preliminary admin 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 just a minute even if you don’t have the integration set up just yet this is a great overview of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify 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 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 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 going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated 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 worry 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 two once we’ve done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor For Salesforce Appexchange

 

own time and ensure you have actually got all the knowings and before we kick off the demo just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary professional enterprise group and limitless our integration operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar 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 adapter by Beaufort 12 is a top 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 demo our objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 information and send an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send email marketing projects in just a couple of minutes there are likewise many other advantages to keeping your information consistent 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise offer a few ideas on how to test securely and lastly how to call the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re really 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 just called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra steps of visiting frequently or working across multiple web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor For Salesforce Appexchange