Campaign Monitor Zapier – Loved by over 2 million

Lets talk Campaign Monitor Zapier…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting 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 Zapier

the technical aspects of the combination software application our collaboration with campaign monitors is over ten years old so myself and my group 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 say a couple of more individuals have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few 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 little bit about you men are a fast poll so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have so many people on the webinar can truly see the responses can be found in thick and fast we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well basically 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 minutes time and see what those results appear like all right yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah someone wanting to connect so yeah that’s really informative and that truly helps us ensure we sort of tailor this to the right audience err folks in today’s webinar we’re moving 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 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 primary email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email campaigns and measure the outcomes automatically syncing your data in between these 2 effective apps means that you’re always dealing with the latest and most accurate information nor from within your Salesforce company excellent thanks employer and so simply sailor to enter into a little 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 Zapier

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you signed up so we’ll have those up on screen as well 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 but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed right now this is an excellent introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn 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’ve already covered yeah we won’t 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 demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re recording 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 2 once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Zapier

 

own time and make certain you have actually got all the learnings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our important expert business group and unrestricted our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects 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 top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using 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 email project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your business app syncing and prepared to send email marketing projects in just a couple of minutes there are also numerous other advantages to keeping your information constant in between your serum and e-mail marketing platform not the least of which is conserving 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 customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also offer a few suggestions on how to test securely and lastly how to contact the Beaufort 12 assistance 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 really keen to sync our data then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might 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 authorizations 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 log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the extra actions of visiting often or working across multiple internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Zapier

Campaign Monitor Zapier – Loved by over 2 million

Lets talk Campaign Monitor Zapier…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Zapier

the technical elements of the combination software application our collaboration with project displays is over ten 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 demonstration today and addressing your questions excellent thanks Ross and state a few more participants have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments 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 little bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the subject of how many of you guys out there are existing customers 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 type of stuff so Wow it’s great to have a lot of people on the webinar can really see the responses can be found in thick and quickly 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 do not hesitate to vote fine looks like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the port so that’s really great to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to know more and yeah someone aiming to connect so yeah that’s actually informative and that actually helps us make sure we type 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 port is called we must take a couple of moments to inform 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 top e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail campaigns and determine the results automatically syncing your information in between these 2 effective apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce organization great thanks boss 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Zapier

you know 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 start by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might find 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 concern that isn’t covered please do really 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 real installation setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed just yet this is a great summary of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 been 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 said 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 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 remain in your inbox so you can come back and watch this in your Campaign Monitor Zapier

 

own time and make sure you’ve got all the knowings and before we kick off the demonstration much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert business group and endless our integration operates at all but the vital addition it’s likewise 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 projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a thorough demo of everything that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in just a couple of minutes there are also lots of other advantages to keeping your data constant in 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a few suggestions on how to check securely and finally how to contact the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly eager to sync our information then send our an email campaign 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 but if you have different permissions from me you may only 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 authorizations 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 visit and use 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 logging in frequently or working across several internet browser tabs let’s move on 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 Zapier