How To Start Using Campaign Monitor – Loved by over 2 million

Lets talk How To Start Using Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Start Using Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions excellent thanks Ross and say a couple of more participants have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of people on the webinar can really see the answers can be found in thick and fast we’re getting a bit of a pattern however 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 looks like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like all right yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the connector so that’s actually fantastic to see yeah and a bit of a curiosity going on so some people are simply wanting to know more and yeah someone aiming to connect so yeah that’s actually informative which actually assists 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 connector is called we need to take a few minutes to tell you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail 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 manage your client data send out email campaigns and measure the outcomes instantly syncing your data between these two effective apps indicates that you’re always dealing with the most recent and most accurate information nor from within your Salesforce company great thanks boss therefore just sailor to enter into a little bit more detail 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 Start Using Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your question will be covered because 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 really look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed just yet this is an excellent introduction of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind 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 demo now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can return and watch this in your How To Start Using Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our necessary expert enterprise group and limitless our combination operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send email marketing projects in simply a few minutes there are also many other benefits to keeping your data constant in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define recipients and send an email project and view results we’ll also offer a few suggestions on how to evaluate safely and lastly how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked 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 remain 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 various approvals from me you may only 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 update 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra actions of logging in frequently or working across several browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Start Using Campaign Monitor