Confirmed Opt In List Campaign Monitor – Loved by over 2 million

Lets talk Confirmed Opt In List 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 respective services to you so first of all my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Confirmed Opt In List Campaign Monitor

the technical elements of the combination software application our partnership with project monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions excellent thanks Ross and say a few more participants have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you people are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have a lot of people on the webinar can truly see the responses coming in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well practically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like fine yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah someone aiming to link so yeah that’s really informative which really helps us ensure we kind 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 port is called we ought to take a couple of 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 top e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail campaigns and determine the results instantly syncing your information between these 2 effective apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company excellent thanks boss therefore just sailor to go 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? Confirmed Opt In List Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question will be covered because 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 therefore one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration installed right now this is a great summary of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already 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 include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not worry we’re 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Confirmed Opt In List Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we start the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our vital expert business group and endless our combination operates at all but the important addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns 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 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 demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your company app syncing and ready to send email marketing projects in simply a few minutes there are likewise many other benefits to keeping your data constant 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 develop a customer 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 specify receivers and send an email campaign and view results we’ll likewise provide a couple of tips on how to test safely and lastly how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually eager 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 along with 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 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 permissions 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 actions of visiting frequently or working across multiple web browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Confirmed Opt In List Campaign Monitor