Lets talk Campaign Monitor Unsubscribe Page…Hi everybody and thank you a lot 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 till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Unsubscribe Page
the technical elements of the integration software our collaboration with project 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 looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more individuals have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a bit about you guys are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of the number of 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 kind of stuff so Wow it’s excellent to have a lot of people on the webinar can truly see the answers can be found in thick and fast we’re getting a 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 all right looks like well basically everyone has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like okay yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody wanting to link so yeah that’s really insightful which really helps us make sure we type 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 port is called we need to take a few 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 primary e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and measure the outcomes automatically syncing your data in between these 2 powerful apps means that you’re always dealing with the most recent and most accurate information nor from within your Salesforce company excellent thanks manager therefore simply sailor to go into a 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 Unsubscribe Page
you understand lasts about 15 minutes we’re also going to supply 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 begin by responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demo is the initial admin and the real setup setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination set up just yet this is a great introduction of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier which’s the starting 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 simply on the third just on the 15 minutes so and if you do miss any of the action don’t fret 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 two once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Unsubscribe Page
own time and make sure you have actually got all the learnings and prior to we start the demonstration similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our important expert business group and unrestricted our combination works at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo 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 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 start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing projects in just a couple of minutes there are also lots of other advantages to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll also offer a couple of pointers on how to evaluate safely and lastly how to contact the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really 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 along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 visit and utilize 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 additional actions of visiting often or working across several internet 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 Unsubscribe Page