Campaign Monitor Matrix – Loved by over 2 million

Lets talk Campaign Monitor Matrix…Hi everybody and thank you a lot for joining us today on learn 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 campaign well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Matrix

the technical elements of the integration software our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a couple of more participants have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still discovering and looking and about 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 a lot of individuals on the webinar can really see the answers coming in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well pretty much everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently using the connector so that’s actually excellent 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 link so yeah that’s actually informative and that actually assists us ensure we sort 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 should take a few minutes 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 email marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send e-mail projects and determine the results automatically syncing your information in between these 2 effective apps means that you’re always working with the latest and most precise data nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to enter 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 Matrix

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 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 however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination installed just yet this is a fantastic summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions 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 to the demo now which has been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 out on any of the action don’t fret 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 2 once we’ve done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Matrix

 

own time and make certain you have actually got all the knowings and prior to we start the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our necessary expert enterprise group and unrestricted our combination operates at all but the important addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply 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 everything that you can do it will show you how you can get your service app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your data constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also supply a few tips on how to check securely and lastly 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 say that we’ve just linked to campaign monitor we’re really eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we remain 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 approvals from me you may just 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail 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 via campaign monitor comm but without the extra steps of visiting often or working across several web browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Matrix