Define Campaign Monitor – Loved by over 2 million

Lets talk Define Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well till all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Define Campaign Monitor

the technical aspects of the integration software application our collaboration 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 anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering 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 a lot of people on the webinar can truly see the answers can be found in thick and quickly 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 do not hesitate to vote all right appear like well basically everybody 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 results look like all right 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 connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some individuals are simply wanting to know more and yeah somebody looking to link so yeah that’s really informative and that really helps us make sure we type 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 connector is called we ought to take a couple of moments 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 largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail projects and measure the results immediately syncing your information in between these 2 effective apps means that you’re always working with the most recent and most accurate information nor from within your Salesforce company great thanks employer and so simply sailor to enter into a 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? Define Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen too 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration set up just yet this is a fantastic overview of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your e-mail 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 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 demo now which has been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated 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 don’t stress we’re recording 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 come back and enjoy this in your Define Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we start the demonstration much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our essential expert enterprise group and unlimited our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing 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 steps to sync your data and send out an email project well this isn’t a detailed demo of everything that you can do it will show you how you can get your business app syncing and prepared to send email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your data consistent between your serum and email marketing platform not the least of which is saving 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 data synced for a specific time create an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also offer a couple of suggestions on how to test safely and lastly how to call the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly eager to sync our information then send our an e-mail 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 but if you have various authorizations from me you may just have the ability to see campaign monitor if your gain access to differs 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 the majority 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 directly by means of campaign monitor comm however without the extra actions of visiting often or working throughout numerous internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Define Campaign Monitor