Campaign Monitor Unconfirmed – Loved by over 2 million

Lets talk Campaign Monitor Unconfirmed…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting 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 Unconfirmed

the technical aspects of the integration software application our collaboration with campaign monitors is over ten years old so myself and my group have got a lot 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 actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to understand a bit about you people are a fast survey so I’m just 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 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 numerous people on the webinar can really see the answers being available in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right looks like well pretty much everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like fine yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s truly excellent to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah someone seeking to connect so yeah that’s really insightful which truly helps us make sure we kind of tailor this to the best 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 should take a couple of moments to inform you a 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 top e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send out email campaigns and determine the results instantly syncing your data between these two effective apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce company fantastic thanks employer and so just 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

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

you know lasts about 15 minutes we’re likewise going to offer you an introduction 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 questions 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 really got two slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the real installation setup with the integration that stated we do ever assist page that covers this initial step 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 great introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t 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 demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just 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 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 return and view this in your Campaign Monitor Unconfirmed

 

own time and make certain you’ve got all the learnings and prior to 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 available as you will most likely know our essential expert enterprise group and endless our combination operates at all but the essential addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing campaigns in simply a couple of minutes there are likewise numerous other benefits to keeping your information consistent in between your serum and email marketing platform not the least of which is saving 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also provide a couple of tips on how to check securely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly eager to sync our data 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only 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 consents 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the additional steps of visiting often or working across several internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Unconfirmed