Campaign Monitor Server – Loved by over 2 million

Lets talk Campaign Monitor Server…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about project well 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 client experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Server

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and state a couple of more individuals have simply shown up 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 couple of minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous people on the webinar can really see the answers being available in thick and quick 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 do not hesitate to vote okay appear like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like all right 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 already using the adapter so that’s truly terrific to see yeah and a bit of an interest going on so some individuals are simply wanting to know more and yeah someone wanting to link so yeah that’s actually insightful which actually helps us make sure we type 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 using cm4 SF the connector is called we must take a couple of moments to tell 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 primary email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email campaigns and determine the results immediately syncing your data between these 2 powerful apps suggests that you’re constantly working with the current and most accurate information nor from within your Salesforce organization great thanks employer therefore just sailor to go 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 Server

you understand lasts about 15 minutes we’re likewise going to supply 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 responding to some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you may discover that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is a terrific overview of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually 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 add your concerns 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 which’s the starting 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 simply on the 15 minutes so and if you do miss any of the action don’t worry 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 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Server

 

own time and make sure you’ve got all the learnings and prior to we start the demo much like to state 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 expert enterprise group and limitless our combination operates at all but the essential addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also numerous other benefits to keeping your data consistent between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create 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 particular time produce an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also supply a few pointers on how to evaluate securely and lastly how to call the Beaufort 12 support team should you have any questions 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 really keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re 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 authorizations from me you may 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 authorizations 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 exactly the same as if you logged into the account directly by means of campaign monitor comm but without the extra actions of visiting often or working throughout several web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Server