Lets talk Campaign Monitor Unsubscribe…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Unsubscribe
the technical elements of the integration software our partnership with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions terrific thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many individuals on the webinar can really see the answers coming in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well basically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s actually terrific to see yeah and a bit of an interest going on so some individuals are simply looking to know more and yeah someone aiming to link so yeah that’s really insightful which 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 must take a couple of minutes to inform you a little 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 top e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send email campaigns and measure the outcomes automatically syncing your information between these two effective apps means that you’re constantly working with the current and most precise information nor from within your Salesforce company fantastic thanks boss and so just sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is
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you know lasts about 15 minutes we’re likewise 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 addressing some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you may 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 concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the integration that said we do ever help 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 combination set up right now this is an excellent summary of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions 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 concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said 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 fret 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 more once we’ve done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Unsubscribe
own time and make certain you have actually got all the learnings and prior to we start the demo just like to state a couple of 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 necessary expert business group and endless our integration operates at all but the vital addition it’s likewise where self was timeless and the newer lightening 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 using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port 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 demonstration our objective will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your business app syncing and all set to send e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your information constant in 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 utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance team need 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 keen to sync our information then send our an e-mail project 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just be able to see campaign monitor if your gain access to 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 most of our setup an email building today
with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the extra actions of logging in frequently or working throughout multiple web browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Unsubscribe