Dynamics 365 With Campaign Monitor – Loved by over 2 million

Lets talk Dynamics 365 With Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize 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 until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Dynamics 365 With Campaign Monitor

the technical aspects of the combination software application our partnership with campaign displays is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a few more individuals have just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing consumers 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 things so Wow it’s great to have many people on the webinar can really see the answers can be found in thick and fast we’re getting a 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 alright appear like well practically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like okay yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are just looking to understand more and yeah somebody aiming to connect so yeah that’s actually insightful and that actually helps us make certain we kind of tailor this to the right 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 adapter is called we ought to take a few moments to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail projects and determine the outcomes immediately syncing your data in between these two powerful apps means that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization excellent thanks employer and so just sailor to enter into a little bit more detail 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? Dynamics 365 With Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns 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 discover 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the actual setup setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a fantastic introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t 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’ve done that so it’ll remain in your inbox so you can come back and view this in your Dynamics 365 With Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration similar to to say 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 know our vital expert business group and unlimited our integration operates at all but the essential addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your data consistent between your serum and e-mail marketing platform not the least of which is conserving 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 custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an email project and view results we’ll likewise provide a few ideas on how to test safely and lastly how to contact the Beaufort 12 support team should you have any questions 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 really keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you might just be able to see campaign monitor if your access 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 most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the additional steps of visiting regularly or working across numerous web browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Dynamics 365 With Campaign Monitor