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Lets talk In Campaign Monitor How Can You Link Another Newsletter…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle In Campaign Monitor How Can You Link Another Newsletter

the technical aspects of the integration software our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a couple of more participants have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to know 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 how many of you people out there are existing customers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have a lot of individuals on the webinar can actually see the answers can be found in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well pretty much everyone has actually voted so if you wish 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 appear like all right yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the adapter so that’s really great to see yeah and a bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody aiming to connect so yeah that’s truly insightful which really assists us ensure we sort 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 using cm4 SF the port is called we should take a couple of minutes to tell you a 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 top e-mail marketing at for Salesforce largely due to its simple setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail projects and measure the results instantly syncing your information in between these 2 effective apps suggests that you’re always dealing with the most recent and most precise data nor from within your Salesforce company fantastic thanks manager 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 demo which is

What is a good open rate for email 2020? In Campaign Monitor How Can You Link Another Newsletter

you understand lasts about 15 minutes we’re also going to offer 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 registered so we’ll have those up on screen as well so so you can follow those questions 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 survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the real setup and the initial admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a terrific introduction of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier which’s the beginning 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-recording 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 two once we’ve done that so it’ll be in your inbox so you can come back and watch this in your In Campaign Monitor How Can You Link Another Newsletter

 

own time and ensure you have actually got all the learnings and prior to we begin the demo similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our necessary professional business group and unlimited our integration works at all but the necessary 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 familiar with the regards to leads contacts projects 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send 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 just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your data constant between your serum and e-mail 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 custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and define recipients and send out an email project and view results we’ll likewise provide a few suggestions on how to test securely and lastly how to get in touch with 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’ve just linked to campaign monitor we’re truly keen to sync our information then send our an e-mail campaign utilizing 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 however if you have various approvals from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the extra actions of logging in frequently or working across several web browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you In Campaign Monitor How Can You Link Another Newsletter