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Lets talk Campaign Monitor With Shopify…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about project well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor With Shopify

the technical aspects 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 working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a couple of more participants have actually just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to know a bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many individuals on the webinar can truly see the responses coming in thick and quickly 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 pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like alright yeah I think that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s really great to see yeah and a little bit of an interest going on so some people are just aiming to understand more and yeah somebody wanting to link so yeah that’s truly insightful which really assists us make sure we type of tailor this to the best 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 connector is called we should take a couple of minutes to inform you a little bit more about what it is I think 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 linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send email campaigns and measure the outcomes instantly syncing your data in between these two powerful apps suggests that you’re constantly dealing with the current and most precise data nor from within your Salesforce company fantastic thanks boss therefore simply sailor to go into a bit more information 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 With Shopify

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get going 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 signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration installed right now this is a great summary of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to enhance 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 questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add 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 components 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 out on any of the action don’t stress we’re taping 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 two once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor With Shopify

 

own time and make certain you have actually got all the learnings and prior to we start the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our essential professional enterprise group and limitless our integration operates at all but the important addition it’s also where self was timeless 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send email marketing campaigns in just a few minutes there are likewise 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also supply a few ideas on how to test safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of logging in frequently or working throughout multiple web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor With Shopify