Lets talk Campaign Monitor Underline Text…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Underline Text
the technical elements of the integration software our collaboration with campaign screens is over ten years old so myself and my group 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 questions fantastic thanks Ross and say a few more participants have actually simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a bit about you guys are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the answers can be found in thick and quickly we’re getting a little 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 wish 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 look like all right yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s really fantastic to see yeah and a little bit of a curiosity going on so some people are simply seeking to understand more and yeah someone wanting to connect so yeah that’s truly insightful and that truly assists us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we ought to take a couple of minutes 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and determine the results automatically syncing your data in between these 2 effective apps suggests that you’re constantly working with the most recent and most precise data nor from within your Salesforce company excellent thanks boss therefore simply sailor to go 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 Underline Text
you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to start 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 as well so so you can follow those questions and we’ve really 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 actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed right now this is a fantastic introduction of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’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 just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re 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 be in your inbox so you can come back and watch this in your Campaign Monitor Underline Text
own time and ensure you have actually got all the knowings and before we kick off the demo similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our important professional enterprise group and unlimited our combination works at all but the vital addition it’s also where self was classic and the newer 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 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 e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a thorough demo of everything that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are also many other benefits 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also provide a couple of pointers on how to test securely and lastly how to contact the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly keen to sync our information then send our an e-mail project utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building 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 directly via campaign monitor comm but without the additional steps of visiting frequently or working across several browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Underline Text