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Lets talk Get Access Token Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know totally 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’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Get Access Token Campaign Monitor

the technical aspects of the integration software our collaboration with campaign screens is over 10 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 presentation today and answering your questions fantastic thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few 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 subject of the number of of you men out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have so many people on the webinar can truly see the responses can be found in thick and quick we’re getting a little 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 okay looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like all right yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s truly excellent to see yeah and a little bit of a curiosity going on so some people are simply aiming to understand more and yeah someone aiming to link so yeah that’s really informative and that truly helps us make sure we kind 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 utilizing cm4 SF the port is called we need to take a few moments to tell you a little bit more about what it is I think 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 mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send email projects and determine the outcomes automatically syncing your data in between these 2 effective apps indicates that you’re always working with the current and most accurate information nor from within your Salesforce company excellent 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 demonstration which is

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you know lasts about 15 minutes we’re also going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you may find that your question 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 in fact look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed just yet this is a terrific summary of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’s the beginning 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 out on 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 2 once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Get Access Token Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our vital professional business group and unrestricted our integration works at all but the vital addition it’s likewise where self was classic and the newer lightening 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 using 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 top email 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 goal will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send email marketing projects in simply a couple of minutes there are likewise numerous other advantages to keeping your data consistent in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise offer a couple of suggestions on how to test securely and lastly how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might just be able to see campaign monitor if your access varies 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 log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the additional steps of visiting often or working across several internet browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Get Access Token Campaign Monitor