How To See Campaign Monitor Test Sends – Loved by over 2 million

Lets talk How To See Campaign Monitor Test Sends…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email 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 been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To See Campaign Monitor Test Sends

the technical aspects of the integration software application our partnership with campaign displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a few more individuals have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have a lot of people on the webinar can really see the responses can be found in thick and quickly we’re getting a little bit of a pattern but 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 appear like well pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like all right yeah I believe that’s practically everybody has 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 truly terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah someone aiming to link so yeah that’s really informative and that actually helps us make certain we sort of tailor this to the right 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 need 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 email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email projects and measure the outcomes automatically syncing your data between these 2 effective apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce company excellent thanks manager and so simply sailor to go into a little 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 See Campaign Monitor Test Sends

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 questions and we’ve really got 2 slides worth of those so you might discover that your question will be covered in that Q&A session however so as we survive 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 and so one thing we won’t be covering in today’s demo is the initial admin and the real setup setup with the combination 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 don’t have the combination installed right now this is a great introduction of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add 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 starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the third 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 top and tail it and get it all figured 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 See Campaign Monitor Test Sends

 

own time and make certain you’ve got all the knowings and before we start the demonstration much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our essential professional enterprise group and unrestricted our integration works at all but the necessary addition it’s likewise where self was classic and the more recent 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary 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 email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demonstration of everything 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 just a few minutes there are likewise many other advantages to keeping your information constant in between your serum and email marketing platform not the least of which is conserving 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 using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also offer a few suggestions on how to test securely and lastly how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply 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 simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 straight by means of campaign monitor comm however without the extra actions of logging in regularly or working throughout multiple browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To See Campaign Monitor Test Sends