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Lets talk Is Campaign Monitor Trustworthy…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Is Campaign Monitor Trustworthy

the technical elements of the integration software our partnership with project screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions great thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have many people on the webinar can actually see the responses can be found in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well practically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the adapter so that’s truly fantastic to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah someone wanting to link so yeah that’s truly informative which actually assists us ensure 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 utilizing cm4 SF the port is called we need to take a few minutes to tell you a little bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email campaigns and measure the outcomes immediately syncing your information in between these two powerful apps suggests that you’re constantly working with the most recent and most precise data nor from within your Salesforce company terrific thanks manager and so just sailor to go into a 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? Is Campaign Monitor Trustworthy

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with utilizing 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 too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the combination that said 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 do not have the combination installed just yet this is an excellent introduction of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t 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 questions in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier and that’s the getting going 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 out on any of the action don’t worry we’re recording 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 2 once we’ve done that so it’ll be in your inbox so you can come back and view this in your Is Campaign Monitor Trustworthy

 

own time and ensure you have actually got all the knowings and prior to we begin the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our vital expert business group and unrestricted our combination operates at all but the important 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 campaigns 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 primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful 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 linked 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 out email marketing projects in just a few minutes there are also numerous other advantages to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to evaluate safely and lastly how to call the Beaufort 12 assistance group must you have any concerns 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 information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your authorizations 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 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 additional actions of logging in regularly or working across multiple browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Is Campaign Monitor Trustworthy