Insight Venture Partners Campaign Monitor – Loved by over 2 million

Lets talk Insight Venture Partners Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting 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 handle Insight Venture Partners Campaign Monitor

the technical aspects of the combination software our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still finding out and looking and about 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 individuals on the webinar can really see the responses coming in thick and quickly we’re getting a little bit of a trend however 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 actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like okay yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the adapter so that’s actually fantastic to see yeah and a little bit of an interest going on so some people are just wanting to know more and yeah somebody seeking to link so yeah that’s truly insightful and that truly assists us make sure 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 utilizing cm4 SF the connector is called we should take a few minutes to inform you a 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and measure the outcomes instantly syncing your information in between these 2 powerful apps means that you’re constantly dealing with the current and most accurate data nor from within your Salesforce company great thanks manager and so simply sailor to enter 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? Insight Venture Partners Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply 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 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 may discover that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact 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 integration that stated we do ever help page that covers this initial step 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 an excellent summary of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later but 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 demonstration now which has actually been tape-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 don’t worry we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Insight Venture Partners Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our vital professional enterprise group and endless our combination operates at all but the vital addition it’s likewise where self was classic and the newer 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 utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port 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 campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send email marketing campaigns in just a few minutes there are likewise many other benefits to keeping your information consistent in 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 customer 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 develop an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise provide a couple of pointers on how to test securely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly 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 along with 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 just be able to see campaign monitor if your access 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 most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the extra actions of visiting regularly or working throughout several web browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Insight Venture Partners Campaign Monitor