Campaign Monitor Sales Team – Loved by over 2 million

Lets talk Campaign Monitor Sales Team…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting 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 Sales Team

the technical elements of the combination software our collaboration with campaign monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m just going to introduce that now and yeah it’s the subject of how many of you men 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 things so Wow it’s excellent to have a lot of individuals on the webinar can truly see the answers coming 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 confidential so please do do not hesitate to vote okay appear like well practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like fine yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s truly terrific to see yeah and a little bit of an interest going on so some people are simply looking to know more and yeah somebody seeking to link so yeah that’s actually informative and that truly assists 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 port is called we must take a couple of minutes 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 email marketing at for Salesforce largely due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out email projects and determine the outcomes immediately syncing your data between these 2 effective apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization terrific thanks boss 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 Sales Team

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you registered 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 find that your concern will be covered because Q&A session however 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 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 actual installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up right now this is a great summary of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components 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 any of the action do not worry 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 remain in your inbox so you can come back and enjoy this in your Campaign Monitor Sales Team

 

own time and make certain you’ve got all the knowings and prior to we kick off the demonstration just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably understand our essential professional business group and unlimited our integration works at all but the necessary addition it’s also where self was timeless and the newer lightening user 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 using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send out e-mail 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 saving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and define recipients and send an e-mail project and view results we’ll also offer a few pointers on how to test securely and finally how to contact the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only 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 permissions 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 however without the additional steps of visiting frequently or working across multiple internet browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Sales Team