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Lets talk Campaign Monitor Remove Space At Top Of Div…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch 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 manage Campaign Monitor Remove Space At Top Of Div

the technical elements of the integration software our collaboration with campaign displays is over 10 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 answering your questions great thanks Ross and say a few more individuals have simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you men are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing consumers 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 things so Wow it’s terrific to have a lot of people on the webinar can truly see the answers can be found in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright appear like well practically everyone has voted so if you want 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 look like okay yeah I believe that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the port so that’s really excellent to see yeah and a little bit of a curiosity going on so some individuals are simply looking to understand more and yeah someone wanting to link so yeah that’s really insightful and that truly assists us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we must take a few minutes to inform you a 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 e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and determine the outcomes immediately syncing your data in between these two powerful apps suggests that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization fantastic thanks manager therefore simply 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

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you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we survive 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 add in your question thank you therefore something we won’t be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed right now this is an excellent introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs 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 actually been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated 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 fret we’re taping 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 come back and enjoy this in your Campaign Monitor Remove Space At Top Of Div

 

own time and make certain you have actually got all the learnings and before we kick off the demonstration just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our essential professional business group and endless our integration works at all but the necessary addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with 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 data and send an e-mail project well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in just a few minutes there are also many other benefits to keeping your data constant in between your serum and e-mail 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to evaluate safely and lastly how to call the Beaufort 12 support group 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 information then send our an e-mail project utilizing 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 different approvals 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 update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the extra actions of visiting regularly or working across multiple internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Remove Space At Top Of Div