Creating Temaplate For Campaign Monitor – Loved by over 2 million

Lets talk Creating Temaplate For Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about project well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Creating Temaplate For Campaign Monitor

the technical aspects of the integration software application our partnership with project screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns terrific thanks Ross and say a couple of more participants have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you men are a quick survey so I’m just going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients 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 great to have many individuals on the webinar can really see the answers can be found in thick and quickly we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well basically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like fine yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s really great to see yeah and a bit of an interest going on so some individuals are just wanting to know more and yeah somebody seeking to link so yeah that’s really insightful and that actually helps us make sure we type 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 utilizing cm4 SF the adapter is called we need to take a few minutes to inform you a little bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and determine the outcomes automatically syncing your data in between these two effective apps indicates that you’re always dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks manager and so just sailor to go into a little 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? Creating Temaplate For Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your question will be covered because Q&A session but so as we make it 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 include your question thank you and so something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up right now this is a great introduction of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not stress we’re recording 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 return and see this in your Creating Temaplate For Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we kick off the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our necessary professional business group and endless our integration operates at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail 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 email campaign with campaign monitor using existing customer information 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 out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are also many other benefits to keeping your information constant 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll also provide a couple of ideas on how to evaluate securely and finally how to contact the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really eager to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re 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 but if you have various consents from me you might only have the ability 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 authorizations 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the additional steps of logging in frequently or working throughout several internet browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Creating Temaplate For Campaign Monitor