Costs Campaign Monitor – Loved by over 2 million

Lets talk Costs Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail 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 ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Costs Campaign Monitor

the technical elements of the combination software our partnership with campaign displays 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 excellent thanks Ross and state a few more individuals have actually just arrived so yeah you’re just 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 moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a bit about you people are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have many people on the webinar can truly see the answers 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 confidential so please do feel free to vote alright looks like well pretty much everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like alright yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just aiming to understand more and yeah someone wanting to link so yeah that’s really insightful and that really assists us make certain we sort of tailor this to the ideal 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 need to take a couple of 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 top email marketing at for Salesforce mainly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and determine the results immediately syncing your data between these 2 effective apps suggests that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce company excellent thanks manager and so just sailor to enter 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? Costs Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an introduction 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 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 discover that your concern will be covered in that 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 concern thank you therefore one thing we will not be covering in today’s demo is the initial admin and the actual setup setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed right now this is a fantastic overview of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to improve 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 comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping 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 more once we have actually done that so it’ll remain in your inbox so you can return and see this in your Costs Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we kick off the demo much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our necessary professional enterprise group and limitless 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 knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal 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 actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are likewise lots of other advantages to keeping your information consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also provide a few pointers on how to check securely and finally how to contact the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our data then send our an email campaign utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the additional actions of logging in frequently or working throughout multiple browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Costs Campaign Monitor