Forms For Campaign Monitor – Loved by over 2 million

Lets talk Forms For Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along 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 much like to take a minute 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 group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Forms For Campaign Monitor

the technical aspects of the integration software application our collaboration with project screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more individuals have just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin 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 information about ourselves we ‘d enjoy to know a bit about you men are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have numerous people on the webinar can really see the responses can be found in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine looks 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 look like all right yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s actually great to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah someone looking to link so yeah that’s truly informative and that truly assists us ensure we sort 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 utilizing cm4 SF the port is called we must 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 number one email marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and determine the results automatically syncing your information between these 2 effective apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce company great thanks boss 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? Forms For Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover 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 actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demo is the actual setup and the initial admin setup with the combination that stated 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 do not have actually the integration set up right now this is a terrific overview of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 demo 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 starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret we’re recording this webinar so we’ll the top 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 be in your inbox so you can return and enjoy this in your Forms For Campaign Monitor

 

own time and ensure you have actually got all the knowings 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 available as you will most likely know our necessary expert business group and unlimited our integration works 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 knowledgeable about the terms of 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 show you how basic it is and how effective it can be in this demonstration our objective will be to send an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise provide a couple of ideas on how to evaluate securely and finally how to call the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the additional steps of visiting regularly or working across multiple web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Forms For Campaign Monitor