How Do You Undo In Campaign Monitor – Loved by over 2 million

Lets talk How Do You Undo In Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How Do You Undo In Campaign Monitor

the technical elements of the integration software our partnership with project displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a couple of more individuals have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have so many people on the webinar can really see the answers can be found in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well pretty much everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right 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 currently using the port so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just wanting to know more and yeah someone aiming to connect so yeah that’s truly informative which really 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 using cm4 SF the port is called we should take a couple of minutes to inform 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 email marketing at for Salesforce mostly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email campaigns and measure the results automatically syncing your information in between these two powerful apps means that you’re always working with the latest and most precise data nor from within your Salesforce organization fantastic thanks employer and so simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? How Do You Undo In Campaign Monitor

you understand lasts about 15 minutes we’re likewise 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 start by addressing some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed right now this is an excellent summary of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however 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 to the demonstration now which has been recorded 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 stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not fret we’re taping 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 enjoy this in your How Do You Undo In Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demonstration much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our essential expert enterprise group and endless our integration works at all but the vital addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send out e-mail marketing projects in simply a few minutes there are likewise many other benefits to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information 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 also supply a couple of ideas on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly keen to sync our data 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different consents 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of logging in regularly or working throughout multiple web browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How Do You Undo In Campaign Monitor