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Lets talk Campaign Monitor Templates Themeforest…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Templates Themeforest

the technical elements of the integration software our partnership with campaign screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have a lot of individuals on the webinar can really see the answers being available in thick and fast we’re getting a little bit of a pattern 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 alright appear like well practically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s really great to see yeah and a little bit of a curiosity going on so some people are just seeking to understand more and yeah somebody wanting to connect so yeah that’s actually insightful which really assists us make sure we kind 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 using cm4 SF the port is called we ought to take a few minutes to tell 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 simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail projects and measure the results instantly syncing your information between these two effective apps means that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company fantastic thanks employer therefore simply sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we survive 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 include your question thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed just yet this is a terrific overview of essential features 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 e-mail 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 springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Templates Themeforest

 

own time and ensure you’ve got all the knowings and prior to we kick off the demo 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 most likely know our important professional enterprise group and limitless our combination operates at all but the essential addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector 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 demo our goal will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing projects in just a few minutes there are also numerous other advantages to keeping your data constant 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 create customized fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise supply a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually keen to sync our data then send our an email campaign 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 different approvals from me you might only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update 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 precisely the same as if you logged into the account straight by means of campaign monitor comm but without the additional steps of logging in regularly 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 information from Salesforce is going to go you Campaign Monitor Templates Themeforest