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Lets talk Campaign Monitor Is Down…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Is Down

the technical elements of the combination software our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and state a few more individuals have actually simply gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to know a bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still looking and learning 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 being available 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 appear like well basically everybody has actually voted so if you want 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 outcomes look like okay yeah I believe that’s basically everyone 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 actually terrific to see yeah and a bit of a curiosity going on so some people are simply seeking to understand more and yeah somebody looking to connect so yeah that’s actually insightful and that actually helps us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a few minutes to inform you a little 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 email 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 manage your consumer data send out email projects and measure the results automatically syncing your data between these two effective apps means that you’re always working with the current and most accurate data nor from within your Salesforce company terrific thanks boss therefore just sailor to enter 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 Is Down

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started 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 in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is a great overview of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch 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 simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re recording this webinar so we’ll the leading 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 be in your inbox so you can come back and enjoy this in your Campaign Monitor Is Down

 

own time and make certain you have actually got all the learnings and prior to we begin the demonstration just like to state a few 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 understand our important expert enterprise group and endless our integration works at all but the essential addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns 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 number one email 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 goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and all set to send email marketing projects in simply a couple of minutes there are also many other benefits to keeping your data consistent in between your serum and email marketing platform not the least of which is saving 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-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify receivers and send an email project and view results we’ll also supply a few ideas on how to check safely and finally how to call the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign 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 might only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 exactly the like if you logged into the account straight via campaign monitor comm but without the extra steps of visiting regularly or working throughout several internet browser tabs let’s carry 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 Is Down