Create Campaign Based On Previous Edm Campaign Monitor – Loved by over 2 million

Lets talk Create Campaign Based On Previous Edm Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Create Campaign Based On Previous Edm Campaign Monitor

the technical elements of the integration software our collaboration with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more individuals have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the answers can be found in thick and quickly we’re getting a little bit of a pattern 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 pretty much everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply wanting to know more and yeah somebody aiming to connect so yeah that’s actually informative which truly assists us make certain we type 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 utilizing cm4 SF the port is called we need to take a few moments to inform you a 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 e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out email projects and measure the results immediately syncing your information in between these two effective apps suggests that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company excellent thanks manager therefore simply sailor to enter into a little bit more information 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? Create Campaign Based On Previous Edm Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to begin 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 also so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is an excellent introduction of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the beginning 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 out on any of the action do not stress 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 two once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Create Campaign Based On Previous Edm Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we kick off the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our vital expert enterprise group and limitless our combination works at all but the vital addition it’s also where self was traditional and the more recent lightening user 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 utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing campaigns in just a few minutes there are also numerous other benefits to keeping your data consistent in 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise supply a few tips on how to check safely and finally how to contact the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly keen to sync our information then send our an email project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may only 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 approvals 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the extra actions of visiting frequently or working across numerous web browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Create Campaign Based On Previous Edm Campaign Monitor