Campaign Monitor Personalisation – Loved by over 2 million

Lets talk Campaign Monitor Personalisation…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Personalisation

the technical elements of the integration software application our partnership with project monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a few more individuals have actually simply shown up 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 few moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing customers 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 excellent to have many individuals on the webinar can really see the responses being available in thick and fast we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well basically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like all right yeah I believe that’s basically 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 great to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah someone aiming to link so yeah that’s really insightful which truly helps us make sure we kind 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 port is called we need to take a few moments to inform 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 number one email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and measure the results automatically syncing your data in between these 2 powerful apps indicates that you’re always working with the latest and most precise information nor from within your Salesforce company great thanks manager and so just sailor to go into a 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 Personalisation

you understand lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually 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 real setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the integration installed right now this is an excellent introduction of key features 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 discover a few of the methods you can utilize it to improve automate your e-mail 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 demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier which’s the starting 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 third just on the 15 minutes so and if you do miss any of the action do not fret we’re taping this webinar so we’ll the top and tail it and get it all sorted 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 return and view this in your Campaign Monitor Personalisation

 

own time and ensure you have actually got all the learnings and prior to we begin the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our important expert enterprise group and unlimited our integration operates at all but the important 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 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 connector by Beaufort 12 is a number one email 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 goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send out email marketing projects in simply a few minutes there are likewise lots of other advantages to keeping your information constant in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a subscriber 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 data synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise provide a couple of ideas on how to check securely and finally how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply 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 gain access to differs from what you see here you can ask your Salesforce system administrator to update your authorizations 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 exactly the same as if you logged into the account straight through campaign monitor comm however without the extra actions of visiting regularly or working across multiple internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Personalisation

Campaign Monitor Personalisation – Loved by over 2 million

Lets talk Campaign Monitor Personalisation…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Personalisation

the technical elements of the integration software application our partnership with campaign screens is over ten 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 demonstration today and addressing your concerns great thanks Ross and state a couple of more participants have actually simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a little bit about you men are a fast poll so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have many people on the webinar can actually see the responses being available in thick and quickly we’re getting a little bit of a pattern however 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 practically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like alright yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the port 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 wanting to connect so yeah that’s actually insightful which really helps us make certain we kind 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 adapter is called we ought to take a few 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 top email marketing at for Salesforce mostly due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the outcomes automatically syncing your data in between these two effective apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce company fantastic thanks boss therefore just sailor to go into a 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 Personalisation

you know lasts about 15 minutes we’re also going to provide you a summary of how to get going 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 registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you may discover that your concern 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the combination installed just yet this is a terrific summary of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on but 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 demo now which has been recorded by Ross earlier and that’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 just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re tape-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’ve done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Personalisation

 

own time and ensure you’ve got all the knowings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely know our vital professional business group and unlimited our integration operates at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send e-mail marketing projects in simply a few minutes there are also many other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define recipients and send out an email project and view results we’ll also supply a couple of ideas on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly eager to sync our data then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to 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 might just have the ability to see campaign monitor if your access varies 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 email building today

with this campaign monitor tab you can log in 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 additional actions of visiting often or working across several browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Personalisation