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Lets talk Campaign Monitor Popup Signup Form WordPress…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Popup Signup Form WordPress

the technical elements of the integration software our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many individuals on the webinar can really see the responses being available in thick and quick 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 all right appear like well practically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright yeah I believe that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s truly great to see yeah and a little bit of an interest going on so some individuals are just seeking to know more and yeah someone wanting to connect so yeah that’s truly insightful which truly helps us ensure we kind of tailor this to the right 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 connector is called we need to take a few minutes to inform you a little 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 mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email campaigns and determine the results automatically syncing your information in between these two powerful apps means that you’re always working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks employer and so just sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re also going to supply you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent out in when you signed up 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 may find that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the actual installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed right now this is a terrific introduction of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Popup Signup Form WordPress

 

own time and ensure you’ve got all the learnings and before we start the demonstration similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our vital professional business group and limitless our integration 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 campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter 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 objective will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from 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 an email project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send email marketing projects in simply a few minutes there are likewise numerous other advantages to keeping your data constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll likewise provide a few tips on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team need to you have any concerns 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 remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the extra steps of visiting often or working throughout several web browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Popup Signup Form WordPress