Confirmed Opt In Campaign Monitor – Loved by over 2 million

Lets talk Confirmed Opt In Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally 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 rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Confirmed Opt In Campaign Monitor

the technical elements of the integration software application our collaboration with project 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 addressing your questions fantastic thanks Ross and say a few more individuals have simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m simply going to release that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little 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 alright appear like well basically 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 moments time and see what those outcomes appear like all right yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s really excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah someone seeking to connect so yeah that’s actually insightful which actually assists us make sure we sort 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 using cm4 SF the port is called we ought to take a few moments to tell 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email campaigns and determine the outcomes automatically syncing your information in between these 2 powerful apps indicates that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization excellent thanks manager and so simply sailor to go 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? Confirmed Opt In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you registered 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 may discover that your question will be covered because Q&A session but 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 include your question thank you therefore one thing we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that said 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 don’t have the combination set up right now this is a terrific introduction of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to simplify automate your e-mail 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 demo please do add 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 starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-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 2 once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Confirmed Opt In Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we begin the demo similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our necessary expert business group and limitless our combination operates at all but the important 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 knowledgeable about 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 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 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 an email project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send out email marketing campaigns in simply a few minutes there are also many 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 produce 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 data synced for a specific time create an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an email project 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you may only have the ability 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 authorizations 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 same as if you logged into the account straight via campaign monitor comm however without the extra steps of logging in often or working across numerous browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Confirmed Opt In Campaign Monitor