Campaign Monitor On Demand Webinars – Loved by over 2 million

Lets talk Campaign Monitor On Demand Webinars…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor On Demand Webinars

the technical elements of the integration software our collaboration with project displays is over 10 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 presentation today and addressing your concerns great thanks Ross and state a couple of more participants have simply shown up 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 but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have so many individuals on the webinar can really see the responses being available 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 fine appear like well pretty much everyone has actually voted so if you wish 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 outcomes appear like okay yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the connector so that’s actually excellent to see yeah and a little bit of an interest going on so some individuals are simply wanting to know more and yeah somebody seeking to link so yeah that’s actually informative which truly helps us ensure we type of tailor this to the right 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 adapter is called we must take a few minutes to tell you a little 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 mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out email campaigns and measure the outcomes immediately syncing your data in between these 2 effective apps means that you’re always working with the current and most accurate data nor from within your Salesforce company terrific thanks employer and so just sailor to go into a little 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 On Demand Webinars

you understand lasts about 15 minutes we’re also going to offer you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered because Q&A session however so as we survive 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 concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the real setup setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up just yet this is a terrific summary of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already 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 add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the third 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 sorted 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 see this in your Campaign Monitor On Demand Webinars

 

own time and make certain you’ve got all the knowings and before we start the demo much like to state 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 necessary expert enterprise group and limitless our integration works at all but the necessary addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has 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 thorough demo of everything that you can do it will show you how you can get your company app syncing and prepared to send email marketing projects in just a few minutes there are also lots of other benefits 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 subscriber 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 particular time develop an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also supply a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re truly keen to sync our information then send our an e-mail project 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might just 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 permissions 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra actions of logging in often or working across multiple internet browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor On Demand Webinars