Campaign Monitor Website Builder – Loved by over 2 million

Lets talk Campaign Monitor Website Builder…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 viewing as everybody that’s joining us might not know entirely about campaign well 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 customer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Website Builder

the technical elements of the integration software application our partnership with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and state a couple of more participants 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 couple of moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a bit about you people are a fast 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 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 things 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 pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well practically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like okay yeah I believe that’s practically 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 truly great to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah somebody aiming to connect so yeah that’s truly informative and that really assists us make certain we sort 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 utilizing cm4 SF the adapter is called we need to take a few minutes to tell 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 email marketing at for Salesforce largely due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and measure the results immediately syncing your data in between these two effective apps means that you’re always working with the current and most accurate information nor from within your Salesforce company great thanks manager and so just sailor to enter into a bit more detail 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 Website Builder

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 actually got 2 slides worth of those so you may find 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 in fact look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the initial admin and the actual setup 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 don’t have actually the combination set up right now this is a terrific overview of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret we’re recording this webinar so we’ll the leading 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 return and view this in your Campaign Monitor Website Builder

 

own time and make sure you’ve got all the learnings and prior to we begin the demo much like to say a few 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 limitless our integration operates at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 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 easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data 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 information and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and ready to send e-mail marketing projects in just a few minutes there are also many other advantages to keeping your information consistent 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 fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also supply a few pointers on how to test safely and lastly how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually eager to sync our information then send our an email project using campaign monitor to get you orientated we remain 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 various authorizations from me you may just 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email structure 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 straight through campaign monitor comm but without the extra steps of visiting regularly or working across several browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Website Builder