Edit A Campaign That Was Sent Incampaign Monitor – Loved by over 2 million

Lets talk Edit A Campaign That Was Sent Incampaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Edit A Campaign That Was Sent Incampaign Monitor

the technical elements of the combination software our partnership with project screens is over 10 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 demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you men 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 type of things so Wow it’s excellent to have numerous individuals on the webinar can actually see the answers can be found in thick and quickly we’re getting a little bit of a trend however 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 wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like okay yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s really excellent to see yeah and a little bit of a curiosity going on so some people are simply looking to understand more and yeah someone wanting to link so yeah that’s really informative and that truly helps us make sure we kind of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port 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 top email marketing at for Salesforce largely 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 customer information send email projects and measure the outcomes immediately syncing your data in between these two effective apps indicates that you’re always working with the most recent and most precise data nor from within your Salesforce organization excellent thanks boss therefore simply sailor to go 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? Edit A Campaign That Was Sent Incampaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an overview 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 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 might find that your question 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 question that isn’t covered please do in fact 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 initial admin and the real installation setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination set up right now this is a terrific introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components 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 out on any of the action do not stress we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Edit A Campaign That Was Sent Incampaign Monitor

 

own time and ensure you’ve got all the learnings and before we kick off the demo similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and limitless our combination works at all but the essential addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your information consistent in 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and define receivers and send out an email project and view results we’ll also supply a couple of tips on how to check securely and lastly how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the additional steps of visiting frequently or working across multiple browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Edit A Campaign That Was Sent Incampaign Monitor