Inbox Preview Campaign Monitor – Loved by over 2 million

Lets talk Inbox Preview Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing 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 introduce ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Inbox Preview Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and state a few more participants have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a little bit about you people are a fast poll so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many people on the webinar can actually see the answers can be found 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 confidential so please do do not hesitate to vote alright appear like well practically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I believe 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 adapter so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody seeking to connect so yeah that’s actually informative and that truly helps us make sure we kind 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 adapter is called we should take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and measure the results immediately syncing your information in between these two powerful apps implies that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization fantastic thanks employer therefore just sailor to go into a little 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? Inbox Preview Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you a summary 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 addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover that your concern 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 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 demo is the preliminary admin and the actual setup setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the integration installed just yet this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various 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 stress we’re 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 more once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Inbox Preview Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we begin 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 offered as you will probably know our essential expert enterprise group and unrestricted our combination works at all but the vital addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one 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 demo our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in simply a couple of minutes there are likewise lots of other benefits to keeping your data consistent 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 utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise offer a couple of ideas on how to evaluate safely and lastly how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you might just be able to see campaign monitor if your gain access to 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the extra steps of visiting often or working across numerous browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Inbox Preview Campaign Monitor