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Lets talk Drupal Campaign Monitor Plugin…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Drupal Campaign Monitor Plugin

the technical elements of the combination software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and state a few more individuals have actually simply arrived so yeah you’re just 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 minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a little bit about you people are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of people on the webinar can actually see the responses being available in thick and quick 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 do not hesitate to vote okay appear like well basically everyone 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 appear like okay yeah I think that’s practically 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 really excellent to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah someone aiming to link so yeah that’s truly insightful which really assists us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we ought to take a couple of moments 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 top email marketing at for Salesforce mostly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email campaigns and measure the results instantly syncing your data in between these two powerful apps means that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization great thanks employer and so just sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to start 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 registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact 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 make it through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that said we do ever assist page that covers this preliminary step 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 an excellent introduction of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not worry 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Drupal Campaign Monitor Plugin

 

own time and make certain you have actually got all the learnings and before we start the demonstration much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary expert business group and endless our integration works at all but the vital 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 regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in simply a few minutes there are also many other advantages 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise supply a few pointers on how to check safely and lastly how to call the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re 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 permissions from me you may 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 update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in often or working across numerous web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Drupal Campaign Monitor Plugin