Campaign Monitor Segment – Loved by over 2 million

Lets talk Campaign Monitor Segment…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Segment

the technical elements of the combination software application our collaboration with project screens is over ten years old so myself and my group 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 terrific thanks Ross and say a few more individuals have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of 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 looks like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like all right yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s really fantastic to see yeah and a bit of an interest going on so some people are simply aiming to understand more and yeah somebody wanting to connect so yeah that’s really insightful which really 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 ought to take a few moments 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 functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail projects and determine the results instantly syncing your information in between these two effective apps indicates that you’re constantly working with the latest and most accurate data nor from within your Salesforce company fantastic thanks employer and so simply 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

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

you understand lasts about 15 minutes we’re likewise going to supply you an overview 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 registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the actual installation and the initial admin setup with the combination that stated we do ever help page that covers this initial action 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 summary of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that springs 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 recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action don’t stress 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’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Segment

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration 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 readily available as you will most likely know our important professional business group and endless our integration works at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using 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 email marketing app for Salesforce it’s my pleasure to reveal you how simple 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 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 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 service app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise numerous other benefits 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll also supply a few suggestions on how to test securely and finally how to get in touch with the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign 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 consents from me you might just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of logging in frequently or working throughout numerous 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 Segment