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Lets talk Download Campaign Monitor For Woocommerce…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Download Campaign Monitor For Woocommerce

the technical elements of the integration software application our partnership with project screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions fantastic thanks Ross and state a couple of more participants have actually just arrived so yeah you’re simply just in 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 have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers 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 sort of things so Wow it’s excellent to have numerous individuals on the webinar can really see the responses can be found in thick and fast we’re getting a 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 alright looks like well practically everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like alright yeah I think that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually great to see yeah and a little bit of an interest going on so some people are simply wanting to understand more and yeah somebody looking to link so yeah that’s truly informative which really helps us make sure we type 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 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 primary email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and measure the outcomes automatically syncing your information in between these two effective apps implies that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization excellent thanks manager therefore just sailor to go into a little 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? Download Campaign Monitor For Woocommerce

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get started 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 in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually 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 and so one thing we will not be covering in today’s demonstration is the initial admin and the real setup setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is an excellent overview of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later 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 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 which’s the starting with campaign monitor for Salesforce which will cover the various elements 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 any of the action do not fret we’re tape-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 remain in your inbox so you can come back and watch this in your Download Campaign Monitor For Woocommerce

 

own time and make certain you have actually got all the learnings and prior to we kick off the demo much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional business group and unrestricted our combination operates at all but the vital addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our objective will be to send an e-mail project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send e-mail marketing projects in simply a few minutes there are also numerous 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also provide a few tips on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re 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 different consents from me you may just have the ability to see campaign monitor if your access 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 most 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 same as if you logged into the account directly through campaign monitor comm however without the extra steps of logging in often or working throughout several browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Download Campaign Monitor For Woocommerce