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Lets talk Campaign Monitor What Is Cleaned Contacts…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective 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 companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor What Is Cleaned Contacts

the technical aspects of the integration software application our partnership with project screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you men are a fast poll so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific 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 little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free 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 think that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s really great to see yeah and a bit of an interest going on so some people are simply looking to know more and yeah someone wanting to connect so yeah that’s really insightful and that actually helps us make sure 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 should take a few minutes to tell you a little 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 mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and determine the outcomes immediately syncing your data between these two effective apps indicates that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization terrific thanks manager therefore just sailor to enter into a bit more detail 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 What Is Cleaned Contacts

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you may discover that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that stated we do ever help 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 integration set up right now this is a terrific overview of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already 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 concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’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 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 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 enjoy this in your Campaign Monitor What Is Cleaned Contacts

 

own time and ensure you have actually got all the learnings and before we start the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our essential expert enterprise group and unlimited our combination operates at all but the vital addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using 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 email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data 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 produce a subscriber 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 specific time create an e-mail campaign in campaign monitor and define recipients and send out an email campaign and view results we’ll also offer a couple of tips on how to test securely and finally how to get in touch with the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly eager to sync our data then send our an email project using 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 different approvals from me you might only 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 upgrade your permissions 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly 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 new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor What Is Cleaned Contacts