Connecting Campaign Monitor And Facebook – Loved by over 2 million

Lets talk Connecting Campaign Monitor And Facebook…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Connecting Campaign Monitor And Facebook

the technical elements of the combination software our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a few more participants have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a little bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have many individuals on the webinar can really 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 do not hesitate to vote all right looks like well pretty much everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like okay yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s actually terrific to see yeah and a bit of an interest going on so some individuals are just looking to understand more and yeah somebody aiming to link so yeah that’s actually informative and that really helps us make certain we kind 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 adapter is called we ought to take a couple of minutes to inform you a little 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and measure the results immediately syncing your information between these 2 effective apps implies that you’re always working with the current and most precise information nor from within your Salesforce organization great thanks employer and so simply sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Connecting Campaign Monitor And Facebook

you know lasts about 15 minutes we’re also going to provide 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 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 really got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we survive 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 include your concern thank you therefore something we will not be covering in today’s demo is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a fantastic summary of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that comes 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re tape-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 more once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Connecting Campaign Monitor And Facebook

 

own time and make certain you have actually got all the knowings and prior to we begin the demo similar to to say 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 vital professional enterprise group and endless our combination works at all but the essential addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are also many other benefits to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise provide a couple of ideas on how to check safely and lastly how to call the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail 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 merely 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 consents the campaign monitor lightning app is where we’ll be doing most 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 additional steps of visiting frequently or working throughout several web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Connecting Campaign Monitor And Facebook