Director Of Product Design Campaign Monitor – Loved by over 2 million

Lets talk Director Of Product Design Campaign Monitor…Hi everyone 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 viewing as everyone 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 respective services to you so firstly my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Director Of Product Design Campaign Monitor

the technical elements of the combination software our partnership with campaign monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a few more participants have actually simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting 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 enjoy to understand a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have many individuals on the webinar can truly see the responses 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 basically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I think that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the connector so that’s truly fantastic to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah somebody looking to connect so yeah that’s really insightful and that truly helps us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we must take a few moments to tell 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 primary e-mail marketing at for Salesforce largely due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email projects and measure the results automatically syncing your data in between these 2 effective apps means that you’re always working with the latest and most accurate information nor from within your Salesforce company terrific thanks manager and so simply sailor to go 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? Director Of Product Design Campaign Monitor

you know lasts about 15 minutes we’re also going to offer 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 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 actually got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that stated we do ever help page that covers this initial action 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 a great overview of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently 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 demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started 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 simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not fret 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 see this in your Director Of Product Design Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we begin the demonstration just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our essential expert business group and limitless our combination works at all but the important 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 knowledgeable about 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing projects in simply a couple of minutes there are also many other benefits to keeping your information consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send an email project and view results we’ll also provide a couple of suggestions on how to check securely 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 say that we’ve just linked to campaign monitor we’re really eager to sync our data then send our an email project using 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 different consents from me you might 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting regularly or working throughout several internet browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Director Of Product Design Campaign Monitor