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Lets talk Free Campaign Monitor Template Design…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along 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 just like to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Free Campaign Monitor Template Design

the technical elements of the integration software our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions great thanks Ross and say a few more participants have simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you people 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 type of things so Wow it’s fantastic to have numerous individuals on the webinar can really see the answers can be found in thick and quick we’re getting a little a pattern 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 appear like well basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like fine yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already using the connector so that’s truly excellent to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah someone aiming to link so yeah that’s really insightful and that actually helps us make certain we type 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 adapter is called we need to take a few minutes to tell 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 e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail projects and determine the results instantly syncing your information in between these 2 powerful apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce company terrific thanks employer and so just sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the real installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up just yet this is a fantastic introduction of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to improve 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 but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’s the getting going 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 just on the 3rd just on the 15 minutes so and if you do miss any of the action do not stress we’re tape-recording this webinar so we’ll the top 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 return and watch this in your Free Campaign Monitor Template Design

 

own time and make certain you have actually got all the learnings and prior to we kick off the demo much like 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 probably know our essential professional business group and endless our integration operates at all but the vital addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this connector 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 project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise offer a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might just have the ability to see campaign monitor if your access differs 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 visit 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 additional steps of visiting regularly or working throughout several internet browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Free Campaign Monitor Template Design