Campaign Monitor Social – Loved by over 2 million

Lets talk Campaign Monitor Social…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Social

the technical aspects of the integration software our collaboration with campaign monitors is over 10 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 fantastic thanks Ross and state a few more participants have actually 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 couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have many people on the webinar can truly see the responses can be found in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like fine yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are just wanting to know more and yeah someone seeking to connect so yeah that’s really informative and that truly helps us make sure we type of tailor this to the best 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 connector is called we need to take a few minutes to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly 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 customer information send out email campaigns and determine the outcomes instantly syncing your data between these 2 powerful apps means that you’re always dealing with the current and most accurate data nor from within your Salesforce company fantastic thanks employer and so just sailor to go into a bit more detail 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 Social

you understand lasts about 15 minutes we’re also going to offer you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 concerns and we’ve really got 2 slides worth of those so you may find that your concern will be covered because Q&A session however 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 question thank you and so one thing we will not be covering in today’s demo is the initial admin and the actual installation setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination installed just yet this is an excellent overview of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not 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 add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting started 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 out on any of the action do not fret we’re taping 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 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Social

 

own time and make sure you’ve got all the knowings and before we kick off the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our necessary expert enterprise group and limitless our integration operates at all but the essential addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 utilizing 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 basic it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise numerous other benefits 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and define recipients and send an email campaign and view results we’ll likewise supply a couple of suggestions on how to test securely and lastly how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly keen to sync our data 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may just 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit 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 extra steps of logging in regularly or working throughout several browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Social