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Lets talk Does Campaign Monitor Add An Unsubscribe Button To Templates…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Does Campaign Monitor Add An Unsubscribe Button To Templates

the technical elements of the combination software our partnership with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a couple of more individuals have actually just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you men out there are existing clients 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 great to have many people on the webinar can actually see the responses can be found in thick and quickly we’re getting a bit of a trend 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 pretty much everyone has actually 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 outcomes appear like alright yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah somebody seeking to connect so yeah that’s truly informative and that truly assists us make certain 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 utilizing cm4 SF the connector 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email campaigns and determine the outcomes immediately syncing your data between these 2 powerful apps implies that you’re constantly dealing with the current and most accurate data nor from within your Salesforce company terrific thanks employer 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 demonstration which is

What is a good open rate for email 2020? Does Campaign Monitor Add An Unsubscribe Button To Templates

you know lasts about 15 minutes we’re also going to offer you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered because 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 really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination installed just yet this is a great summary of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components 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 do not fret we’re taping 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 two once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Does Campaign Monitor Add An Unsubscribe Button To Templates

 

own time and ensure you’ve got all the learnings and prior to we start the demo much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our essential expert business group and unrestricted our combination operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your business app syncing and ready to send email marketing projects in simply a few minutes there are also lots of other benefits to keeping your data constant between your serum and email 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 using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll also supply a few suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our information then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only 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 upgrade your consents 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm however without the extra actions of logging in often or working across numerous web browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Does Campaign Monitor Add An Unsubscribe Button To Templates