How To Close Campaign Monitor Account – Loved by over 2 million

Lets talk How To Close Campaign Monitor Account…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting 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 handle How To Close Campaign Monitor Account

the technical elements of the integration software application our partnership with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a few more participants have simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the answers can be found in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like fine yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are simply looking to know more and yeah someone wanting to link so yeah that’s actually insightful which truly helps us make certain we sort of tailor this to the ideal 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 must take a couple of minutes to tell 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 email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail projects and measure the results immediately syncing your data between these 2 powerful apps implies that you’re constantly working with the current and most accurate information nor from within your Salesforce organization great thanks employer therefore simply sailor to go 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 Close Campaign Monitor Account

you know 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 addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your question 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 question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the real setup and the preliminary admin setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is an excellent overview of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t 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 include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped 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 simply on the 15 minutes so and if you do miss any of the action don’t stress 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 return and enjoy this in your How To Close Campaign Monitor Account

 

own time and make certain you have actually got all the knowings and prior to we start the demo just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our vital professional business group and unlimited our integration operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send e-mail marketing projects in simply a couple of minutes there are likewise many 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise offer a few ideas on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really eager 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 merely called campaign monitor I’m seeing this as an admin however 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing most 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 exactly the same as if you logged into the account straight via campaign monitor comm but without the extra actions of logging in regularly or working across multiple internet browser tabs let’s move on 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 Close Campaign Monitor Account