Campaign Monitor Whitelabel Guide – Loved by over 2 million

Lets talk Campaign Monitor Whitelabel Guide…Hi everybody and thank you so much 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 might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Whitelabel Guide

the technical aspects of the integration software application our partnership with campaign screens is over 10 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 concerns fantastic thanks Ross and say a few more individuals have actually just gotten here so yeah you’re just 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 however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have many people on the webinar can actually see the answers coming 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 confidential so please do do not hesitate to vote alright looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I think that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s really great to see yeah and a little bit of an interest going on so some people are just seeking to understand more and yeah somebody looking to link so yeah that’s really informative and that really helps us make certain we type 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 using cm4 SF the adapter is called we need to take a couple of moments to tell you a 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out e-mail projects and determine the results automatically syncing your data between these two powerful apps implies that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company excellent thanks employer therefore just sailor to enter 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 Whitelabel Guide

you know lasts about 15 minutes we’re also going to supply you an introduction 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 answering some questions that you sent out 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 might find that your question will be covered in that 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 concern thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that stated 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 actually the combination set up right now this is a terrific overview of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize 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 questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different 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 out on any of the action do not worry we’re recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Whitelabel Guide

 

own time and make certain you have actually got all the knowings and before we start 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 offered as you will probably know our important expert enterprise group and unlimited our integration operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in just a few minutes there are likewise lots of other benefits 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also provide a couple of ideas on how to test safely and lastly how to call the Beaufort 12 assistance 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 just connected to campaign monitor we’re actually keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents 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 update your approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the additional steps of visiting frequently or working throughout several internet browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Whitelabel Guide