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Lets talk Campaign Monitor Steps…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Steps

the technical elements of the integration software our partnership with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and state a couple of more individuals have just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have so many people on the webinar can really see the answers can be found in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well pretty much everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like okay yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are just seeking to know more and yeah someone seeking to link so yeah that’s really insightful and that actually assists us make certain we kind of tailor this to the right 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 port is called we must take a couple of minutes to inform you a 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 email marketing at for Salesforce mostly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out email projects and determine the outcomes instantly syncing your information in between these two powerful apps indicates that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company terrific thanks manager and so just sailor to go into a bit more information 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 Steps

you understand lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered because Q&A session but so as we get through 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 question thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed just yet this is a fantastic summary of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to streamline 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 questions later however if there’s anything that some if there’s anything that springs to mind 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 demo now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re recording 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 more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Steps

 

own time and make certain you’ve got all the knowings and prior to we start the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our vital professional business group and unrestricted our combination operates at all but the essential addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 primary 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 email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your service app syncing and all set to send out e-mail marketing projects in just a few minutes there are also many other advantages to keeping your data constant in 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 develop a customer 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 e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to check safely and lastly how to contact the Beaufort 12 support team ought to you have any concerns 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 campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just be able to see campaign monitor if your access 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 building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the extra steps of logging in frequently or working across multiple web browser tabs let’s proceed 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 Steps