Campaign Monitor Transactional Email – Loved by over 2 million

Lets talk Campaign Monitor Transactional Email…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy 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 straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Transactional Email

the technical elements of the integration software our partnership with campaign displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a few more participants have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of 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 men are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many individuals on the webinar can really see the responses being available in thick and quick we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well basically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like fine yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually excellent to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah somebody seeking to link so yeah that’s actually informative and that really helps us ensure we kind 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 connector is called we must take a few moments 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail projects and measure the results immediately syncing your information between these two effective apps suggests that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization fantastic thanks boss 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 demo which is

What is a good open rate for email 2020? Campaign Monitor Transactional Email

you understand lasts about 15 minutes we’re also going to provide you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find 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 add in your concern thank you therefore something we won’t be covering in today’s demo is the real installation and the preliminary admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a fantastic introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind 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 demonstration now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components 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 any of the action don’t worry we’re tape-recording 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 more 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 Transactional Email

 

own time and ensure you have actually got all the knowings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our necessary expert business group and endless our integration operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing campaigns in just a couple of minutes there are also lots of other advantages to keeping your information constant in between your serum and e-mail marketing platform not the least of which is saving 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise provide a couple of suggestions on how to test safely and finally how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin however if you have different permissions 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the extra steps of logging in often or working throughout several browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Transactional Email

Campaign Monitor Transactional Email – Loved by over 2 million

Lets talk Campaign Monitor Transactional Email…Hi everybody and thank you a lot 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 entirely about project well till all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Transactional Email

the technical aspects of the integration software our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and say a few more participants have actually just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have so many people on the webinar can really see the answers being available in thick and quick we’re getting a little bit of a pattern 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 fine looks like well basically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like fine yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah somebody wanting to link so yeah that’s really informative and that really assists us ensure we sort 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 adapter is called we ought to take a few minutes to tell you a little 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 e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email projects and measure the outcomes automatically syncing your information between these two powerful apps means that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization excellent thanks boss therefore just sailor to enter into a bit more detail 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 Transactional Email

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you might 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demonstration is the actual setup and the initial admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed right now this is a terrific introduction of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different 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 top and tail it and get it all sorted 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 return and watch this in your Campaign Monitor Transactional Email

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make certain you have actually got all the knowings and prior to we start the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our vital professional business group and unlimited our integration works at all but the important addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects 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 port 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 goal will be to send out an email campaign with campaign monitor utilizing existing customer information 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 data and send an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are likewise numerous other benefits 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send an email project and view results we’ll also supply a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance group ought to 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 really eager to sync our data then send our an email project using 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 merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just have the ability to see campaign monitor if your gain access to differs 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 the majority of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the additional steps of logging in frequently or working throughout numerous 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 Transactional Email