Lets talk Campaign Monitor For Salesforce Pricing…Hi everyone 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 everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward 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 handle Campaign Monitor For Salesforce Pricing
the technical aspects of the integration software application our partnership with campaign displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and state a couple of more individuals have just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of individuals on the webinar can really see the responses coming in thick and quickly 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 alright appear like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like fine yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah someone looking to link so yeah that’s actually informative which really helps us make sure 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 port is called we should take a couple of moments to tell you a little 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 primary email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail projects and determine the results immediately syncing your information in between these two powerful apps implies that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce company great thanks manager and so just sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is
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you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well 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 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 something we will not be covering in today’s demonstration is the real installation and the initial admin 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 simply a minute even if you do not have actually the integration set up just yet this is an excellent overview of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on however 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 tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-recording 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 more once we’ve done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor For Salesforce Pricing
own time and make sure you’ve got all the learnings and before we start the demonstration similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our important expert enterprise group and limitless our combination works at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects 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 demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps 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 service app syncing and ready to send out email marketing projects in just a couple of minutes there are also lots of other advantages to keeping your data consistent between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and define receivers and send out an email project and view results we’ll also supply a couple of ideas on how to check securely and lastly how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we remain 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 various permissions from me you might just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today
with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of logging in often or working across multiple internet browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor For Salesforce Pricing