Campaign Monitor Top 100 – Loved by over 2 million

Lets talk Campaign Monitor Top 100…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 everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Top 100

the technical aspects of the combination software our partnership with project displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a few more participants have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin 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 bit about you men are a quick survey so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have a lot of people on the webinar can actually see the answers coming in thick and quickly 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 anonymous so please do feel free to vote alright appear like well basically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I think that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are just seeking to understand more and yeah somebody looking to connect so yeah that’s really insightful which actually assists us ensure we type of tailor this to the ideal 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 should take a couple of 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 largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail projects and measure the results automatically syncing your data in between these 2 powerful apps suggests that you’re always working with the latest and most precise information nor from within your Salesforce organization excellent thanks employer therefore simply sailor to enter 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 Top 100

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start 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 signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your question will be covered because 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 add in your question thank you therefore something we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have actually the combination set up just yet this is a terrific overview of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns 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 beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action do not worry 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 have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Top 100

 

own time and ensure you have actually got all the learnings and before we begin the demo much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our vital expert enterprise group and unlimited our integration operates at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy 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 start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send out e-mail marketing projects in simply a few minutes there are also many other advantages to keeping your information consistent 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 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 data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise provide a few tips on how to test safely and finally how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually eager to sync our data then send our an email campaign using 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 simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only 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 update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure 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 straight through campaign monitor comm but without the extra steps of visiting frequently or working throughout several web browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Top 100