Campaign Monitor Nps – Loved by over 2 million

Lets talk Campaign Monitor Nps…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until 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 grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Nps

the technical elements of the integration software our partnership with campaign monitors is over 10 years old so myself and my group have got a lot 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 couple of more individuals have just gotten here so yeah you’re simply just in time we’re just 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’ve shared a few details about ourselves we ‘d like to understand a little bit about you men are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have so many people on the webinar can truly see the answers being available in thick and quick 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 feel free to vote okay looks like well basically everyone has 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 results look like all right yeah I think that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are already utilizing the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody seeking to link so yeah that’s truly insightful which really assists us make sure 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 utilizing cm4 SF the port is called we ought to take a few minutes 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 thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send email campaigns and measure the results automatically syncing your data between these two powerful apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce company excellent thanks employer and so just 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

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you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start with using 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 registered so we’ll have those up on screen too 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 in that Q&A session however so as we survive 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 concern thank you and so something we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration set up right now this is an excellent summary of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns 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 beginning 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 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t worry 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 enjoy this in your Campaign Monitor Nps

 

own time and make sure you’ve got all the knowings and before we kick off the demonstration just like to say a few 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 essential professional business group and endless our integration works at all but the important addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted 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 port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your information and send 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 all set to send email marketing projects in simply a few minutes there are also many other advantages to keeping your data consistent 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 create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll also offer a few tips on how to evaluate securely and finally how to contact the Beaufort 12 assistance 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 truly 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents 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 via campaign monitor comm but without the extra steps of logging in frequently or working across numerous web browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Nps