Cmo Campaign Monitor – Loved by over 2 million

Lets talk Cmo Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting 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 manage Cmo Campaign Monitor

the technical elements of the integration software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients 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 type of stuff so Wow it’s excellent to have a lot of individuals on the webinar can actually see the responses can be found in thick and quickly we’re getting a little 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 alright appear like well pretty much everybody has actually voted so if you wish to utilize 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 basically 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 truly fantastic to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody aiming to link so yeah that’s really informative and that truly helps us make sure we type of tailor this to the ideal 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 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 largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out email projects and measure the outcomes automatically syncing your data in between these two powerful apps implies that you’re always working with the current and most accurate information nor from within your Salesforce company fantastic thanks employer therefore simply 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? Cmo Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an overview of how to start with utilizing 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 signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination set up just yet this is a great summary of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently 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 demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been recorded by Ross earlier which’s the getting going 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-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 2 once we have actually done that so it’ll be in your inbox so you can return and view this in your Cmo Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our vital expert enterprise group and unlimited our integration operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 reveal you how simple it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing customer 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 information and send an email project well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing projects in simply 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 develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and define recipients and send an email campaign and view results we’ll also provide a couple of pointers on how to test safely and finally how to call the Beaufort 12 assistance team should you have any concerns 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 really keen to sync our information then send our an email campaign using 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 simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might just have the ability to see campaign monitor if your access differs 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 email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working throughout numerous browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Cmo Campaign Monitor