Create Templates Campaign Monitor – Loved by over 2 million

Lets talk Create Templates 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 totally about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Create Templates Campaign Monitor

the technical elements of the integration software our partnership with project 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 demonstration today and answering your concerns great thanks Ross and say a couple of more participants have actually simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however 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 people are a fast poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have so many people on the webinar can truly see the answers coming 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 confidential so please do feel free to vote okay looks like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like all right yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s truly terrific to see yeah and a little bit of an interest going on so some people are simply seeking to understand more and yeah someone wanting to connect so yeah that’s truly informative and that actually helps us make certain we kind 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 should take a few minutes to inform 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail campaigns and determine the results instantly syncing your information in between these 2 powerful apps implies that you’re constantly working with the latest and most precise data nor from within your Salesforce organization excellent thanks manager therefore just sailor to enter into a bit more information 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? Create Templates Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact 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 demonstration is the initial admin and the actual setup setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration set up right now this is an excellent overview of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier and that’s the starting 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 simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping this webinar so we’ll the leading 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 come back and enjoy this in your Create Templates Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we start the demo similar to to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely know our essential expert enterprise group and endless 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 likely acquainted with 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 number one 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 goal will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send out e-mail marketing projects in simply a few minutes there are also numerous other advantages to keeping your information consistent 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 create 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 data synced for a specific time create an email project in campaign monitor and define recipients and send an e-mail project and view results we’ll also provide a few suggestions on how to check safely and lastly how to contact 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 just connected to campaign monitor we’re truly keen to sync our information then send our an e-mail project 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations 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 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 exactly the like if you logged into the account straight by means of campaign monitor comm however without the extra steps of visiting frequently or working across several browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Create Templates Campaign Monitor