Campaign Monitor Marke – Loved by over 2 million

Lets talk Campaign Monitor Marke…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Marke

the technical elements of the combination software our collaboration with project monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and state a few more individuals have actually just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of people on the webinar can truly see the responses being available in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well practically everybody has actually 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 alright yeah I think that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply aiming to understand more and yeah someone aiming to connect so yeah that’s truly insightful which really assists us ensure 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 adapter is called we should take a couple of minutes to tell 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 number one e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail projects and measure the results automatically syncing your information between these 2 powerful apps indicates that you’re always dealing with the latest and most precise information nor from within your Salesforce organization terrific thanks employer and so simply sailor to enter into a bit more detail 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 Marke

you understand lasts about 15 minutes we’re also going to offer 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 begin by addressing some questions 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 actually got two slides worth of those so you may 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 actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the integration set up right now this is a fantastic summary of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently 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 questions 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 and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Marke

 

own time and make sure you have actually got all the knowings and before we begin the demo just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our vital professional business group and limitless our combination operates at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration 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 installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define recipients and send out an email project and view results we’ll also provide a few suggestions on how to evaluate securely and finally how to call 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 just connected to campaign monitor we’re really keen to sync our data 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may just have the ability to see campaign monitor if your access 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 the majority 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 straight via campaign monitor comm however without the extra steps of visiting often or working across several browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Marke