How Many Users Can You Have In Campaign Monitor – Loved by over 2 million

Lets talk How Many Users Can You Have In Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well till 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 client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How Many Users Can You Have In Campaign Monitor

the technical aspects of the combination software our partnership with campaign displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns great thanks Ross and state a couple of more participants have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a bit about you people are a fast poll so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have so many individuals on the webinar can really see the responses can be found in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine looks like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like alright yeah I believe 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 adapter so that’s actually excellent to see yeah and a little bit of a curiosity going on so some individuals are just seeking to know more and yeah someone looking to connect so yeah that’s actually informative and that really 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 port is called we should take a few moments to inform 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 top email marketing at for Salesforce mainly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and measure the outcomes instantly syncing your information between these 2 powerful apps suggests that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization terrific 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 Many Users Can You Have In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get going with utilizing 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 in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact 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 really look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the integration set up right now this is a great introduction of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on 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 sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can return and watch this in your How Many Users Can You Have In Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we begin the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely know our essential professional enterprise group and unrestricted our combination operates at all but the vital addition it’s likewise where self was classic and the more recent lightening 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 port 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 goal will be to send 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 linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and prepared to send out email marketing campaigns in simply a couple of minutes there are likewise numerous other benefits to keeping your data constant between your serum and e-mail 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 custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and define recipients and send out an email project and view results we’ll likewise supply a couple of ideas on how to test securely and lastly how to call the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting frequently or working across several browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How Many Users Can You Have In Campaign Monitor