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Lets talk Campaign Monitor Opt In Gdpr…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human support 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 Opt In Gdpr

the technical aspects of the combination software our partnership with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a couple of more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you people are a quick survey so I’m simply going to launch 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 finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many people on the webinar can actually see the answers being available in thick and fast we’re getting a little bit of a trend 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 looks like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like fine yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s really great to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody looking to connect so yeah that’s actually insightful and that really helps us make certain 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 utilizing cm4 SF the adapter is called we must take a few minutes to inform you a 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 comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send email projects and determine the outcomes instantly syncing your data in between these two effective apps suggests that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization terrific thanks manager and so simply 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

What is a good open rate for email 2020? Campaign Monitor Opt In Gdpr

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 in fact got 2 slides worth of those so you may discover that your question 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the actual installation and the initial 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 moment even if you do not have actually the integration installed right now this is a terrific overview of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’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 worry we’re recording this webinar so we’ll the top 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 remain in your inbox so you can return and see this in your Campaign Monitor Opt In Gdpr

 

own time and make certain you have actually got all the knowings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our essential professional business group and endless our integration operates at all but the necessary addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your business app syncing and ready to send out email marketing projects in simply a couple of minutes there are likewise numerous other advantages to keeping your data consistent in between your serum and email 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 utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll also supply a couple of pointers on how to evaluate safely and lastly how to get in touch with 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’ve just linked to campaign monitor we’re truly eager to sync our information then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may just have the ability to see campaign monitor if your access differs 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 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 exactly the same as if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting regularly or working across multiple browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Opt In Gdpr