Gravity Forms To Campaign Monitor – Loved by over 2 million

Lets talk Gravity Forms To Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first of all 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 straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Gravity Forms To Campaign Monitor

the technical elements of the integration software our collaboration with project monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a couple of more participants have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have a lot of individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well basically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like alright yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody wanting to connect so yeah that’s actually informative and that really helps us make sure we kind of tailor this to the best 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 ought to take a couple of moments to tell you a 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 email marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email campaigns and determine the outcomes immediately syncing your data between these 2 effective apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce company fantastic thanks manager therefore simply sailor to go into a little 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? Gravity Forms To Campaign Monitor

you know lasts about 15 minutes we’re also going to provide 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 answering some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your question will be covered in that Q&A session but 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 include your question thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the real setup 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 do not have actually the integration set up just yet this is a terrific introduction of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs 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 actually been tape-recorded 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 stated 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 fret we’re 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 two once we have actually done that so it’ll be in your inbox so you can come back and see this in your Gravity Forms To Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demo much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important expert enterprise group and unrestricted our integration works at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic 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 customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send out email marketing projects in just a couple of minutes there are likewise lots of other advantages to keeping your data constant 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to check safely and finally how to call the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really keen to sync our information then send our an e-mail 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the additional actions of visiting regularly or working throughout several internet browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Gravity Forms To Campaign Monitor