Instagram Campaign Monitor – Loved by over 2 million

Lets talk Instagram Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Instagram Campaign Monitor

the technical aspects of the integration software our collaboration with campaign displays is over ten years old so myself and my group 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 state a few more participants have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have many people on the webinar can truly see the responses 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 feel free to vote all right looks like well pretty much everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like alright yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s truly fantastic to see yeah and a bit of a curiosity going on so some individuals are simply wanting to understand more and yeah someone looking to connect so yeah that’s really informative which actually assists us make certain we type 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 using cm4 SF the adapter is called we must 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and measure the results immediately syncing your information in between these two powerful apps suggests that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce organization fantastic thanks boss therefore 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

What is a good open rate for email 2020? Instagram Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns 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 two slides worth of those so you may find that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up right now this is a great overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration 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 going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-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 remain in your inbox so you can come back and see this in your Instagram Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we begin the demonstration just like to state 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 essential professional business group and unlimited our integration operates at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email marketing campaigns in just a few minutes there are also numerous other benefits to keeping your information consistent 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 email campaign in campaign monitor and specify receivers and send an email project and view results we’ll also offer a few suggestions on how to test securely and lastly how to call the Beaufort 12 support team should 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 really eager to sync our data then send our an email project 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 consents from me you may just have the ability to see campaign monitor if your access varies 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 the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of visiting frequently or working across numerous internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Instagram Campaign Monitor