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Lets talk Integrate Campaign Monitor With WordPress Addon…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Integrate Campaign Monitor With WordPress Addon

the technical aspects of the combination software our collaboration with campaign screens 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 presentation today and addressing your questions fantastic thanks Ross and say a few more individuals have actually just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have many individuals on the webinar can really see the responses being available in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like alright yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the port so that’s truly terrific to see yeah and a little bit of an interest going on so some individuals are simply seeking to understand more and yeah someone seeking to connect so yeah that’s really informative and that truly helps us make certain we kind of tailor this to the right 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 port is called we need to take a couple of 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send email campaigns and measure the outcomes instantly syncing your data in between these 2 effective apps indicates that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company terrific thanks manager therefore simply sailor to go 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 understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions 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 really got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the actual setup and the initial admin setup with the combination 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 don’t have the combination installed right now this is an excellent introduction of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include 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 starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just 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 figured 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 come back and enjoy this in your Integrate Campaign Monitor With WordPress Addon

 

own time and make certain you have actually got all the learnings and before we kick off the demonstration just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our important expert business group and unrestricted our integration works at all but the vital addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 project with campaign monitor using existing customer information 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 information and send out an email project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing projects in just a few minutes there are likewise lots of other benefits to keeping your information constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify receivers and send out an email project and view results we’ll likewise provide a couple of tips on how to test safely and lastly how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to 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 might only have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra steps of logging in regularly or working throughout several internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Integrate Campaign Monitor With WordPress Addon