How To Cc In Campaign Monitor – Loved by over 2 million

Lets talk How To Cc In Campaign Monitor…Hi everybody 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 everyone that’s joining us might not know entirely about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Cc In Campaign Monitor

the technical elements of the combination software our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you people are a quick survey so I’m just 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 about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have many people on the webinar can actually see the answers being available in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s truly fantastic to see yeah and a little bit of an interest going on so some individuals are simply seeking to know more and yeah somebody wanting to link so yeah that’s truly informative and that truly assists us make certain we sort 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 minutes to inform you a bit more about what it is I believe this yeah you can you can do this 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 detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and measure the results immediately syncing your data between these 2 effective apps suggests that you’re always working with the latest and most precise information 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 demo which is

What is a good open rate for email 2020? How To Cc In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions 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 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 really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed just yet this is a terrific overview of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-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 simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t worry we’re taping 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’ve done that so it’ll be in your inbox so you can come back and see this in your How To Cc In Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we begin the demonstration just like to say 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 probably know our vital expert enterprise group and unlimited our integration operates at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show 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 information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in just a few minutes there are likewise numerous other advantages to keeping your information 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also provide a few ideas on how to evaluate 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 say that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 approvals from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra actions of logging in often or working throughout multiple browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Cc In Campaign Monitor