How To Send A Campaign In Campaign Monitor – Loved by over 2 million

Lets talk How To Send A Campaign In Campaign Monitor…Hi everybody 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 viewing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support 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 manage How To Send A Campaign In Campaign Monitor

the technical elements of the integration software our collaboration with campaign monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more participants have just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments 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 guys are a fast survey 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 discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many individuals on the webinar can truly 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 confidential so please do feel free to vote fine appear like well pretty much everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the connector so that’s truly great to see yeah and a little bit of a curiosity going on so some people are simply seeking to know more and yeah somebody seeking to link so yeah that’s actually insightful and that actually helps us make sure we type of tailor this to the best 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 few moments to inform you a little 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 primary email marketing at for Salesforce largely due to its easy 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 e-mail projects and measure the results immediately syncing your information in between these 2 effective apps implies that you’re constantly working with the current and most precise data nor from within your Salesforce organization fantastic thanks boss and so just sailor to enter 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 Send A Campaign In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your question will be covered because Q&A session but so as we get 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 add in your concern thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed right now this is a fantastic overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to enhance 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording 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 more once we have actually done that so it’ll be in your inbox so you can return and see this in your How To Send A Campaign In Campaign Monitor

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and ensure you have actually got all the knowings and prior to we kick off the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our vital professional business group and endless our integration works at all but the necessary addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns 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 email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are also numerous other benefits 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also supply a couple of ideas on how to check securely and finally 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 state that we have actually simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you may only 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the extra actions of visiting frequently or working across numerous browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Send A Campaign In Campaign Monitor