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Lets talk Campaign Monitor WordPress Update Subsciber Form…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign 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 everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor WordPress Update Subsciber Form

the technical aspects of the integration software application our partnership with project screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of more participants have actually simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a bit about you men are a fast poll so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous individuals on the webinar can actually see the answers 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 all right appear like well basically everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like alright yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the port so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are just aiming to know more and yeah somebody aiming to connect so yeah that’s truly insightful and that truly assists us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we ought to take a couple of minutes to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce largely due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail projects and determine the outcomes immediately syncing your data between these 2 effective apps means that you’re always working with the latest and most accurate information nor from within your Salesforce organization terrific thanks manager therefore just sailor to go into a little bit more information 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 also going to provide 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 start by addressing some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really 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 actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demo is the actual setup and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed just yet this is a terrific summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs 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 demo now which has actually been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd just 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 top and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor WordPress Update Subsciber Form

 

own time and make sure you have actually got all the learnings and before we start the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our important professional business group and limitless our integration works 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 likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo 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 powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber information 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 actions to sync your data and send out an e-mail project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise many other advantages to keeping your information consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send out an email campaign and view results we’ll also supply a couple of pointers on how to test securely and finally how to contact the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our data then send our an email project 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 just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might just be able to see campaign monitor if your access 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 the majority of our setup an email building 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 directly by means of campaign monitor comm but without the extra actions of logging in often or working across numerous internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor WordPress Update Subsciber Form