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Lets talk Freelance Campaign Monitor Experts In Sydney…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch 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 Freelance Campaign Monitor Experts In Sydney

the technical elements of the integration software application our partnership with project displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and state a few more participants have actually simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many individuals on the webinar can truly see the responses being available in thick and fast 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 feel free to vote fine looks like well practically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah someone aiming to link so yeah that’s really insightful and that truly assists us make certain we type of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we need to take a couple of moments 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 email marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out email campaigns and measure the outcomes immediately syncing your data in between these 2 powerful apps indicates that you’re always working with the current and most accurate information nor from within your Salesforce organization great thanks manager 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 demo which is

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you know lasts about 15 minutes we’re also going to provide you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 may find that your concern will be covered in that 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 in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination set up right now this is a great summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later 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 and that’s the getting started 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 simply on the third simply on the 15 minutes so and if you do miss any of the action don’t worry 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 remain in your inbox so you can come back and see this in your Freelance Campaign Monitor Experts In Sydney

 

own time and make certain you have actually got all the knowings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our essential professional business group and unrestricted our integration operates at all but the essential addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be using 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 top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from 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 information and send out an email project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your business app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are likewise many 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify recipients and send an email campaign and view results we’ll also supply a few ideas on how to test safely and finally how to call the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really keen to sync our information then send our an e-mail 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 simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just 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 most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the extra actions of visiting frequently or working throughout numerous internet browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Freelance Campaign Monitor Experts In Sydney