Campaign Monitor Maximum Segments – Loved by over 2 million

Lets talk Campaign Monitor Maximum Segments…Hi everyone and thank you a lot for joining us today on learn 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 campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Maximum Segments

the technical aspects of the combination software our partnership with project monitors is over ten 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 presentation today and answering your concerns fantastic thanks Ross and state a couple of more individuals have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a little bit about you men are a fast survey 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 customers versus those who are still looking and discovering 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 so many individuals on the webinar can truly see the answers can be found in thick and quick we’re getting a little 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 okay appear like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like fine 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 great deal of you are currently utilizing the port so that’s really great to see yeah and a little bit of an interest going on so some people are simply wanting to understand more and yeah someone wanting to connect so yeah that’s actually informative which truly assists us ensure we type of tailor this to the best audience err folks in today’s webinar we’re moving 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 few moments to tell you a little bit more about what it is I think this yeah you can you can do this much 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 connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and determine the outcomes instantly syncing your information between these 2 effective apps means that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce company excellent thanks manager and so just 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 Maximum Segments

you know lasts about 15 minutes we’re likewise 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 begin by answering some concerns 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 might discover that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration set up right now this is a terrific introduction of key functions and best practice for linking Salesforce and campaign monitor hopefully 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 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 on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the getting going 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 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-recording 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 have actually done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Maximum Segments

 

own time and make sure you’ve got all the learnings and prior to we begin the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our vital expert enterprise group and endless our combination operates at all but the essential addition it’s also where self was traditional and the more recent 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email project 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 ready to send out email marketing campaigns in just 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 conserving 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 using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise provide a few tips on how to evaluate safely and finally how to call the Beaufort 12 support group need to 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 actually keen 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 merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may only be able 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 authorizations 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 directly through campaign monitor comm but without the additional actions of visiting often or working across numerous web 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 Maximum Segments