Javier Campaign Monitor – Loved by over 2 million

Lets talk Javier Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support 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 handle Javier Campaign Monitor

the technical aspects of the integration software our partnership with project screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and say a couple of more participants have simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have many individuals on the webinar can really see the responses coming 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 fine looks 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 couple of minutes time and see what those outcomes look like all right yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah somebody seeking to link so yeah that’s actually informative and that truly helps us make sure we type of tailor this to the best 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 connector is called we should take a few minutes to tell you a 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 easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail campaigns and determine the results immediately syncing your data between these 2 powerful apps suggests that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization fantastic thanks employer and so just sailor to enter into a little bit more information 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? Javier Campaign Monitor

you know lasts about 15 minutes we’re also 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 start by responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you might 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 actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed right now this is an excellent overview of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action do not fret 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 two once we’ve done that so it’ll be in your inbox so you can return and watch this in your Javier Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we kick off the demo 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 available as you will most likely understand our vital professional business group and endless our combination works at all but the necessary 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 knowledgeable about the regards to 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a detailed demo of whatever that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing projects in just a couple of minutes there are also many other advantages to keeping your information constant between your serum and e-mail marketing platform not the least of which is saving 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 using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise offer a few ideas on how to test safely and lastly how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our information then send our an email project 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 simply called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might only be able to see campaign monitor if your gain access to differs 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 structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional actions of logging in frequently or working throughout several web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Javier Campaign Monitor