How To Integrate Leadpages With Campaign Monitor – Loved by over 2 million

Lets talk How To Integrate Leadpages With Campaign Monitor…Hi everybody 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 seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Integrate Leadpages With Campaign Monitor

the technical elements of the integration software our collaboration with campaign screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and state a few more individuals have simply shown up so yeah you’re simply in the nick of 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’ve shared a few details about ourselves we ‘d like to understand a little bit about you men are a quick poll so I’m just going to introduce that now and yeah it’s the subject of how many of you guys 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 things so Wow it’s terrific to have a lot of people on the webinar can truly see the answers can be found in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well pretty much everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s really great to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody looking to connect so yeah that’s truly informative and that really helps us ensure we type 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 port is called we ought to take a couple of minutes to tell you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and determine the outcomes immediately syncing your information in between these two effective apps means that you’re always dealing with the latest and most precise information nor from within your Salesforce company terrific thanks boss therefore just sailor to go into a bit more information 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 Integrate Leadpages With Campaign Monitor

you know lasts about 15 minutes we’re also going to offer 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 start by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session but 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 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 demo 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 just a moment even if you do not have the integration installed just yet this is a terrific introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the ways 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 won’t 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 over to the demo now which has been recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t stress 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 2 once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your How To Integrate Leadpages With Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we begin the demo similar to to say 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 integration operates at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 port 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 powerful it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a couple of ideas on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our data then send our an email project utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may only 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 approvals 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the extra actions of visiting often or working throughout numerous web 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 Leadpages With Campaign Monitor