Campaign Monitor Maintenance – Loved by over 2 million

Lets talk Campaign Monitor Maintenance…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Maintenance

the technical aspects of the integration software our partnership with campaign screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a little bit about you people are a fast poll so I’m just going to release that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can really see the responses can be found in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well pretty much everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like all right yeah I think that’s basically everyone has voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s actually excellent to see yeah and a little bit of an interest 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 couple of moments to tell you a 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 e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail campaigns and measure the outcomes instantly syncing your data in between these two powerful apps indicates that you’re always dealing with the current and most precise data nor from within your Salesforce company terrific thanks employer and so simply sailor to enter 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 Maintenance

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 questions and we’ve in fact got two slides worth of those so you might discover 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 in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination installed right now this is a great overview of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements 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 stress 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 remain in your inbox so you can return and watch this in your Campaign Monitor Maintenance

 

own time and make certain you have actually got all the knowings and prior to we kick off the demo much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our vital expert business group and limitless our integration operates at all but the essential addition it’s also where self was timeless and the newer lightening 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your business app syncing and all set to send email marketing campaigns in simply a couple of minutes there are likewise lots of other advantages 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll also offer a couple of ideas on how to check safely and finally how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly eager to sync our information then send our an e-mail project utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may 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 approvals 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 log in and use 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 actions of logging in regularly or working throughout several web browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Maintenance

Campaign Monitor Maintenance – Loved by over 2 million

Lets talk Campaign Monitor Maintenance…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Maintenance

the technical aspects of the combination software our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a few more participants have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a bit about you people are a fast survey so I’m just going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients 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 sort of things so Wow it’s great to have numerous people on the webinar can truly see the responses can be found in thick and quick we’re getting a little a trend 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 okay looks like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the adapter so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah someone seeking to connect so yeah that’s actually informative and that really helps us make certain 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 adapter is called we must take a few moments to inform you a 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 number one email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send e-mail campaigns and determine the results instantly syncing your information between these two powerful apps implies that you’re constantly working with the current and most accurate data nor from within your Salesforce organization fantastic thanks boss therefore just sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Maintenance

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you may discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the integration installed just yet this is a fantastic introduction of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind 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 demo now which has been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action don’t worry 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 have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Maintenance

 

own time and make certain you’ve got all the learnings and prior to we start the demonstration similar to to say a couple of 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 necessary expert business group and endless our integration operates at all but the necessary addition it’s likewise 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 campaigns reports and list views we’ll be utilizing these in today’s demo 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 simple it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked 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 business app syncing and ready to send out email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and define recipients and send an email campaign and view results we’ll likewise provide a few ideas on how to test safely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any questions 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 campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have different permissions 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 update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in frequently or working throughout several internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Maintenance