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Lets talk How To Integrate Campaign Monitor Into Salesforce…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Integrate Campaign Monitor Into Salesforce

the technical aspects of the integration software application our partnership with campaign monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and say a few more individuals have simply gotten here so yeah you’re just in the nick of time we’re just 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 few information about ourselves we ‘d enjoy to know a little bit about you people are a fast poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have many individuals on the webinar can really see the answers coming in thick and quick we’re getting a bit of a trend 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 alright looks like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s truly terrific to see yeah and a little bit of an interest going on so some people are just wanting to understand more and yeah somebody wanting to link so yeah that’s truly insightful which really helps us ensure we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we must 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 number one email marketing at for Salesforce largely due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the outcomes immediately syncing your data in between these 2 effective apps means that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization terrific thanks boss and so simply sailor to go into a bit more information 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 Integrate Campaign Monitor Into Salesforce

you know lasts about 15 minutes we’re likewise going to provide you an introduction 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 signed up 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 may discover that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that said 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 don’t have actually the integration installed right now this is a great overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can use 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 on but 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 over 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 various aspects that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action don’t fret we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can return and view this in your How To Integrate Campaign Monitor Into Salesforce

 

own time and make certain you have actually got all the knowings and before we kick off the demonstration much like to say 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 know our important expert business group and limitless our integration works at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send out e-mail marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your data consistent 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and define recipients and send an email project and view results we’ll also supply a couple of pointers on how to evaluate safely and lastly how to call the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really keen to sync our data 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might just be able to see campaign monitor if your gain access to differs 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 most of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm however without the additional actions of logging in frequently or working throughout multiple internet browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Integrate Campaign Monitor Into Salesforce