Campaign Monitor Starter Template – Loved by over 2 million

Lets talk Campaign Monitor Starter Template…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together 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 much like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Starter Template

the technical elements of the combination software our collaboration with campaign displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions terrific thanks Ross and state a few more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have so many people on the webinar can really see the responses can be found 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 all right appear like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap 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 a lot and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s truly great to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody looking to link so yeah that’s truly informative and that actually helps us make sure we type 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 using cm4 SF the adapter is called we ought to take a couple of minutes to tell 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 primary email marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email projects and measure the outcomes instantly syncing your information in between these 2 powerful apps implies that you’re always working with the current and most accurate data nor from within your Salesforce organization excellent thanks boss and so just sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the integration 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 don’t have actually the integration set up right now this is an excellent introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Starter Template

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our essential expert enterprise group and unlimited our combination works at all but the essential addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually 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 comprehensive demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are likewise lots of other benefits to keeping your information constant 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll also supply a few pointers on how to check safely 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 state that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign 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 merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most 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 same as if you logged into the account directly via campaign monitor comm however without the additional actions of visiting frequently or working across several internet browser tabs let’s proceed 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 Starter Template