Lets talk Campaign Monitor Template Language…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Template Language
the technical elements of the combination software application our collaboration with campaign 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 addressing your questions excellent thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply 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 moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you guys are a quick poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many people on the webinar can truly 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 alright appear like well basically everybody has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like all right yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s truly excellent to see yeah and a bit of an interest going on so some people are just seeking to understand more and yeah somebody wanting to link so yeah that’s really insightful and that really helps us make certain we sort of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we must take a few minutes to inform 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 top e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send email campaigns and measure the outcomes automatically syncing your data between these two powerful apps implies that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization terrific thanks boss therefore simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is
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you understand lasts about 15 minutes we’re also going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover 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 question that isn’t covered please do actually 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 demonstration is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination set up just yet this is a fantastic summary of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do add 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 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 just on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-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 two once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Template Language
own time and make certain you’ve got all the learnings and prior to we begin the demonstration much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential expert enterprise group and endless our integration works at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 email marketing app for Salesforce it’s my pleasure to show 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 using existing customer 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 out an e-mail project well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send email marketing projects in just a few minutes there are also lots of other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise supply a couple of tips on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various permissions 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 steps of logging in frequently or working across multiple browser tabs let’s proceed 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 Template Language