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Lets talk Campaign Monitor Nonprofit Discount…Hi everybody 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 seeing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Nonprofit Discount

the technical aspects of the combination software application our partnership with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more individuals have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you men are a fast poll so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of people on the webinar can really see the answers coming in thick and quickly we’re getting a little a trend but 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 basically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright yeah I think that’s pretty much everybody 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 actually excellent to see yeah and a little bit of an interest going on so some people are simply aiming to understand more and yeah someone aiming to connect so yeah that’s truly informative which actually assists us make sure we kind 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 utilizing cm4 SF the port is called we must take a few minutes to inform 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out email campaigns and measure the results automatically syncing your information in between these 2 effective apps implies that you’re always working with the most recent and most precise data nor from within your Salesforce company great thanks manager and so simply sailor to go 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 Nonprofit Discount

you know lasts about 15 minutes we’re likewise going to offer 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 concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover 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 got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that said 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 actually the integration installed right now this is a great overview of essential functions and finest 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 a few of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped 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 stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Nonprofit Discount

 

own time and make certain you’ve got all the learnings and before we start 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 probably know our important professional business group and unlimited our combination works at all but the essential addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple 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 subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are likewise many other advantages 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made 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 email project and view results we’ll likewise supply a few suggestions on how to check securely and lastly how to call the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really eager to sync our information then send our an email project utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might only have the ability 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra actions of logging in regularly or working throughout multiple web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Nonprofit Discount