Campaign Monitor Reconfirmation – Loved by over 2 million

Lets talk Campaign Monitor Reconfirmation…Hi everybody 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 seeing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Reconfirmation

the technical aspects of the integration software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more individuals have actually just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still looking and discovering and ready 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 numerous individuals on the webinar can actually see the responses can be found in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well pretty much everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like all right yeah I believe that’s pretty much 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 adapter so that’s really fantastic to see yeah and a little bit of a curiosity going on so some people are simply looking to know more and yeah someone aiming to connect so yeah that’s truly insightful which really assists us make certain we type 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 using cm4 SF the connector is called we must take a couple of minutes to tell 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 thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email campaigns and measure the results instantly syncing your data in between these two effective apps suggests that you’re always dealing with the most recent and most accurate data nor from within your Salesforce company fantastic thanks employer 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Reconfirmation

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually 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 and so something we won’t be covering in today’s demo is the real installation and the initial admin setup with the integration that stated 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 the combination set up right now this is a great introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later however 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 over to the demo now which has been taped by Ross earlier which’s the beginning 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 simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t fret we’re 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 be in your inbox so you can come back and view this in your Campaign Monitor Reconfirmation

 

own time and ensure you’ve got all the knowings and prior to we begin the demonstration 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 probably know our necessary professional business group and limitless our combination works at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are likewise many other benefits 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a few pointers on how to check securely and lastly how to get in touch with 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 just connected to campaign monitor we’re truly keen to sync our information 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 merely called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may only 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 update your consents 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 log in and utilize 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 visiting frequently or working throughout numerous web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Reconfirmation