How To Add A Poll To Campaign Monitor – Loved by over 2 million

Lets talk How To Add A Poll To Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple email 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 manage How To Add A Poll To Campaign Monitor

the technical aspects of the combination software our partnership with project 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 demonstration today and addressing your questions great thanks Ross and say a few more participants have just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast survey 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 discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have many individuals on the webinar can actually see the answers coming in thick and fast we’re getting a little a trend 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 fine looks like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like all right yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the connector so that’s really excellent to see yeah and a little bit of a curiosity going on so some people are simply seeking to know more and yeah someone aiming to link so yeah that’s actually informative and that actually assists us make certain we sort 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 must take a few minutes 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 primary email marketing at for Salesforce mostly 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 client data send out email projects and measure the outcomes instantly syncing your information between these two powerful apps implies that you’re always working with the latest and most precise information nor from within your Salesforce company great thanks employer therefore 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 To Add A Poll To Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an overview of how to begin with utilizing 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 concerns and we’ve in fact got two slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually 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 and so something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination set up just yet this is a great introduction of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to streamline 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 but if there’s anything that some if there’s anything that occurs 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 demonstration now which has actually been taped by Ross earlier and that’s the getting going 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 simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can come back and view this in your How To Add A Poll To Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we kick off the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our important professional business group and endless our combination operates at all but the vital addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with 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 connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor utilizing 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 an e-mail project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your company app syncing and ready to send email marketing campaigns in just a couple of minutes there are also many other benefits to keeping your data constant 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 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 e-mail project in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise offer a couple of ideas on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually 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 just called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 exactly the like if you logged into the account directly via campaign monitor comm however without the extra steps of logging in often or working across several internet browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add A Poll To Campaign Monitor