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Lets talk Html Code Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Html Code Campaign Monitor

the technical aspects of the combination software application our partnership with project screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions terrific thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to understand a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of 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 sort of things so Wow it’s excellent to have so many people on the webinar can really see the answers coming in thick and quickly we’re getting a little a trend 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 okay looks like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like okay yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah somebody wanting to connect so yeah that’s truly informative and that really assists us make sure we sort of tailor this to the ideal 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 ought to take a few minutes 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 largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and determine the results immediately syncing your information in between these 2 effective apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company terrific thanks boss and so simply sailor to enter into a little bit more detail 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 offer you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen too 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 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 really look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed just yet this is a great summary of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to enhance 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 concerns later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Html Code Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we kick off the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our vital expert enterprise group and endless our combination works at all but the essential addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with 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 detailed demo of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing campaigns in just a couple of minutes there are also numerous other advantages to keeping your information 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll also provide a couple of ideas on how to check securely and finally how to get in touch with the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our information then send our an email campaign 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 authorizations from me you may just 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 email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra actions of visiting often or working throughout numerous browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Html Code Campaign Monitor