Forms In Email Campaign Monitor – Loved by over 2 million

Lets talk Forms In Email Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Forms In Email Campaign Monitor

the technical aspects of the integration software our collaboration with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns great thanks Ross and state a couple of more participants have just shown up 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 but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many people on the webinar can truly see the answers being available in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well practically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like fine yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah somebody aiming to link so yeah that’s really informative and that truly helps us make sure we sort of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we ought to take a few moments to tell you a little 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 top e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email projects and determine the results immediately syncing your data between these two effective apps indicates that you’re always dealing with the current and most accurate data nor from within your Salesforce organization great thanks employer and so simply sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you might find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination set up just yet this is a great introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the ways 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 questions later on however if there’s anything that some if there’s anything that comes to mind 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 demo now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re tape-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 remain in your inbox so you can come back and watch this in your Forms In Email Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration 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 most likely know our important professional enterprise group and unrestricted our integration operates at all but the essential addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send e-mail marketing projects in just a couple of minutes there are also lots of other benefits to keeping your information constant 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 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 data synced for a specific time produce an email project in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise offer a few suggestions on how to test securely and lastly how to get in touch with 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 just connected to campaign monitor we’re truly eager to sync our information then send our an email campaign using campaign monitor to get you orientated we’re 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 but if you have different consents from me you might 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 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the additional actions of visiting frequently or working across numerous web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Forms In Email Campaign Monitor