Esp Campaign Monitor – Loved by over 2 million

Lets talk Esp Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely 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 off my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated email 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 manage Esp Campaign Monitor

the technical aspects of the integration software our partnership with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and state a few more participants have actually simply arrived so yeah you’re simply just in 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 moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a fast poll so I’m just going to introduce that now and yeah it’s the topic of the number of 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 sort of things so Wow it’s excellent to have many people on the webinar can actually see the answers coming in thick and fast we’re getting a bit of a pattern however 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 survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like fine yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s actually excellent to see yeah and a little bit of an interest going on so some individuals are simply seeking to understand more and yeah someone aiming to connect so yeah that’s really informative and that actually 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 port is called we ought to take a couple of minutes to tell you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce largely due to its easy setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and measure the results instantly syncing your data in between these two effective apps implies that you’re constantly working with the latest and most precise information nor from within your Salesforce organization terrific thanks manager therefore simply sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Esp Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with using 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 signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your concern 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 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 demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination set up just yet this is a terrific introduction of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to improve 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 but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss 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 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 enjoy this in your Esp Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we kick off the demonstration much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our important professional business group and limitless our combination works at all but the essential addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a comprehensive 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 email marketing projects in just a few minutes there are also numerous other advantages to keeping your information 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise supply a couple of ideas on how to evaluate securely and lastly how to call 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 have actually just linked to campaign monitor we’re really keen to sync our data then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various authorizations 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority 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 exactly the like if you logged into the account directly through campaign monitor comm however without the extra steps of visiting often or working across numerous web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Esp Campaign Monitor