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Lets talk How To Stop Campaign Monitor Going To Junk…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Stop Campaign Monitor Going To Junk

the technical aspects of the integration software our partnership with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions excellent thanks Ross and say a couple of more individuals have just 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 few moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to know a bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the subject 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 kind of things so Wow it’s excellent to have so many individuals on the webinar can really see the responses coming in thick and quick we’re getting a bit of a pattern 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 basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like all right yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s really excellent to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah someone wanting to connect so yeah that’s truly informative and that really helps us make sure we kind of tailor this to the ideal 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 connector is called we must take a few moments to inform 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email campaigns and determine the outcomes immediately syncing your data between these 2 effective apps implies that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce organization excellent 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 demonstration which is

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you know lasts about 15 minutes we’re also going to provide you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns 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 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 really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration installed just yet this is an excellent introduction of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind 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 actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components 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 any of the action don’t stress we’re recording this webinar so we’ll the leading and tail it and get it all sorted 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 Stop Campaign Monitor Going To Junk

 

own time and make sure you’ve got all the learnings and before we kick off the demo just like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our vital expert enterprise group and unrestricted our combination works at all but the necessary addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective will be to send 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 steps to sync your information and send an e-mail project well this isn’t an extensive 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 campaigns in simply a couple of minutes there are also many other advantages to keeping your data constant in 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also supply a few ideas on how to evaluate securely and finally how to contact the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually keen to sync our data then send our an email project using campaign monitor to get you orientated we’re 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 but if you have different approvals from me you might 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 consents 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the additional steps of logging in regularly or working throughout numerous browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Stop Campaign Monitor Going To Junk