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Lets talk Campaign Monitor Playing Cards…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Playing Cards

the technical elements of the integration software our partnership with campaign screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a couple of more participants have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still looking and learning and about to make a decision 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 truly see the answers coming in thick and quickly 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 feel free to vote alright appear like well basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly fantastic to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah someone seeking to connect so yeah that’s actually insightful and that truly assists us make sure 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 utilizing cm4 SF the adapter is called we need to take a few moments to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out email campaigns and measure the results immediately syncing your data in between these two effective apps means that you’re always working with the latest and most accurate data nor from within your Salesforce organization terrific thanks boss therefore just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re likewise going to offer you a summary 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 responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really 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 get through the Q&A session if you feel that you have 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 one thing we will not be covering in today’s demonstration is the initial admin and the actual setup 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 moment even if you do not have actually the combination set up just yet this is a fantastic introduction of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward 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 but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said 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 tape-recording 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 more once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Playing Cards

 

own time and make certain you’ve got all the knowings and before we begin the demo similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely know our essential professional business group and unlimited our integration works at all but the vital addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using 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 primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your business app syncing and all set to send out email marketing projects in simply a couple of minutes there are likewise lots of other advantages to keeping your data consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise offer a couple of suggestions on how to test safely and lastly how to contact the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually eager to sync our data 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 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 consents from me you might just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade 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 directly through campaign monitor comm but without the additional steps of logging in often or working across multiple internet browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Playing Cards