Lets talk Campaign Monitor Pay As You Go…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Pay As You Go
the technical aspects of the combination software application our collaboration 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 anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a 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 consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have so many individuals on the webinar can actually see the answers coming in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well practically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly great to see yeah and a little bit of an interest going on so some individuals are simply wanting to understand more and yeah someone looking to link so yeah that’s really informative and that really helps us make certain we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a couple of moments to inform you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail campaigns and measure the outcomes automatically syncing your data in between these 2 powerful apps means that you’re constantly working with the current and most accurate information nor from within your Salesforce company great thanks manager 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 Pay As You Go
you understand lasts about 15 minutes we’re also going to supply 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 start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination installed just yet this is an excellent overview of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to simplify 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’s the beginning 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 simply 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Pay As You Go
own time and make sure you have actually got all the knowings and before we begin the demo much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our essential expert business group and endless our combination works at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 connector 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 powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from 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 data and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise many other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise provide a couple of suggestions on how to test safely and lastly how to contact the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually eager to sync our data then send our an email 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 just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may just 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 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 precisely the like if you logged into the account directly via campaign monitor comm however without the additional actions of logging in often or working throughout several internet browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Pay As You Go