Campaign Monitor Journey Activity – Loved by over 2 million

Lets talk Campaign Monitor Journey Activity…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so firstly 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 organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Journey Activity

the technical elements of the integration software application our collaboration with project displays is over 10 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 demonstration today and answering your questions great thanks Ross and state a couple of more individuals have just shown up so yeah you’re simply in the nick of 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 love to know a little bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous individuals on the webinar can actually see the answers coming in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the connector so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are simply looking to know more and yeah someone wanting to connect so yeah that’s really informative which truly helps us make certain we sort 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 utilizing cm4 SF the adapter is called we ought to 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out email campaigns and determine the outcomes immediately syncing your information between these 2 powerful apps means that you’re constantly working with the current and most accurate information nor from within your Salesforce organization terrific thanks employer therefore just sailor to go into a little bit more detail 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 Journey Activity

you know lasts about 15 minutes we’re also going to offer you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might discover that your question will be covered because 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 therefore one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up just yet this is an excellent summary of key functions 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 a few of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve 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 demonstration please do add 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 beginning 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 3rd just on the 15 minutes so and if you do miss any of the action do not fret we’re tape-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 2 once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Journey Activity

 

own time and make sure you have actually got all the learnings and prior to we kick off the demonstration similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our important expert enterprise group and endless our combination works at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with 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 top 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 email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just 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 a detailed demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are also lots of other advantages to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise supply a few ideas on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project using 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 but if you have various permissions from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure 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 directly through campaign monitor comm but without the additional steps of visiting often or working throughout several browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Journey Activity