How To Add A Freebie Opt In Campaign Monitor – Loved by over 2 million

Lets talk How To Add A Freebie Opt In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Add A Freebie Opt In Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more participants have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you men are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have numerous people on the webinar can really see the answers coming in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well practically everybody has actually voted so if you want 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 appear like fine yeah I think 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 currently utilizing the port so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody aiming to link so yeah that’s truly informative which really helps us make certain 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 using cm4 SF the adapter is called we should take a couple of moments to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail campaigns and measure the outcomes instantly syncing your data between these 2 powerful apps implies that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company fantastic thanks manager and so just sailor to enter into a 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 To Add A Freebie Opt In Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an overview of how to begin 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 out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered because Q&A session however 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 add in your question thank you therefore something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the integration set up right now this is an excellent introduction of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn 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 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 concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re 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 two once we’ve done that so it’ll be in your inbox so you can come back and watch this in your How To Add A Freebie Opt In Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we kick off the demo just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential professional enterprise group and unlimited our combination operates at all but the important addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 adapter by Beaufort 12 is a number one email 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 out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send out email marketing projects in just a few minutes there are also lots of other advantages to keeping your information constant 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 create 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 data synced for a particular time produce an email project in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise provide a few ideas on how to test safely and lastly how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really 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 simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your permissions 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 visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the extra steps of logging in frequently or working across numerous internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add A Freebie Opt In Campaign Monitor