Elementor Add Campaign Monitor – Loved by over 2 million

Lets talk Elementor Add Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Elementor Add Campaign Monitor

the technical elements of the integration software application our collaboration with campaign displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more individuals have just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you guys are a quick poll so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous people on the webinar can truly see the answers coming in thick and quick 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 do not hesitate to vote okay 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 wrap it up in a couple of minutes time and see what those results look like fine yeah I believe that’s pretty much everybody 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 truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone looking to connect so yeah that’s truly informative and that truly assists us ensure we sort of tailor this to the right 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 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 much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email projects and determine the outcomes instantly syncing your data between these two powerful apps indicates that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization fantastic thanks manager therefore simply sailor to enter into a 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? Elementor Add Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply 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 begin by addressing 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 really got two slides worth of those so you might find that your concern will be covered in that Q&A session but so as we survive 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 question thank you and so something we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up right now this is a fantastic introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements 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 tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can come back and view this in your Elementor Add Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we start the demo just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our vital professional business group and limitless our combination works at all but the necessary addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective will be to send an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a thorough demo 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 just a couple of minutes there are likewise numerous other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is saving 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-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also provide a few suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly keen to sync our data then send our an email campaign using 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 simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may just 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 update your approvals 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the additional steps of logging in frequently or working across multiple browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Elementor Add Campaign Monitor