Email Personalization Campaign Monitor – Loved by over 2 million

Lets talk Email Personalization Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Email Personalization Campaign Monitor

the technical elements of the integration software application our collaboration with project monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and say a couple of more individuals have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you people 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 stuff so Wow it’s great to have so many people on the webinar can really see the responses coming in thick and quickly 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 alright appear like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like okay yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the port so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are simply wanting to understand more and yeah somebody wanting to link so yeah that’s actually informative which truly helps us make certain we type of tailor this to the ideal 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 port is called we need to take a couple of minutes to tell 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 number one email marketing at for Salesforce mostly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send email campaigns and determine the results instantly syncing your information between these 2 powerful apps suggests that you’re always dealing with the latest and most precise information nor from within your Salesforce company excellent thanks boss and so simply sailor to go 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? Email Personalization Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you a summary of how to get going 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 concerns and we’ve in fact got two slides worth of those so you might discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demo is the real setup and the initial admin setup with the integration that said we do ever assist 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 installed just yet this is a great overview of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the methods you can use 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 on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started 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 3rd 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 leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Email Personalization Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we kick off the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our vital professional enterprise group and endless our integration works at all but the necessary addition it’s also where self was classic and the more recent lightening 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 demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with 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 data and send out 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 organization app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise numerous other benefits to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send an e-mail project and view results we’ll also provide a few pointers on how to check securely and lastly how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually eager to sync our data then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may only 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the extra actions of logging in frequently or working throughout numerous web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Email Personalization Campaign Monitor