Campaign Monitor Link Tracking – Loved by over 2 million

Lets talk Campaign Monitor Link Tracking…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Link Tracking

the technical elements of the integration software application our collaboration with project monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions great thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you men are a quick poll so I’m simply going to introduce 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 learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many people on the webinar can really see the answers can be found in thick and quick we’re getting a little bit of 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 appear like well pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like fine yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s really excellent to see yeah and a bit of an interest going on so some individuals are just aiming to know more and yeah somebody seeking to link so yeah that’s truly informative and that truly assists us make certain we type 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 port is called we ought to take a couple of moments 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 e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send e-mail projects and determine the results instantly syncing your information in between these two effective apps indicates that you’re constantly working with the most recent and most precise information nor from within your Salesforce organization excellent thanks employer and so simply sailor to go into a 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 Link Tracking

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demo is the real installation and the initial admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed just yet this is an excellent introduction of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has 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 just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping 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 be in your inbox so you can return and enjoy this in your Campaign Monitor Link Tracking

 

own time and make certain you have actually got all the knowings and prior to we start 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 probably understand our necessary professional business group and limitless our combination works at all but the important addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using 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 simple 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 information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail campaign 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 all set to send out email marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your information constant in 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 create a subscriber 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 produce an e-mail project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to test securely and lastly how to call the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually eager to sync our data then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you may just 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 update your approvals 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 precisely the like if you logged into the account directly through campaign monitor comm however without the extra steps of visiting frequently or working across numerous web browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Link Tracking