Kerri Mccrorey Campaign Monitor – Loved by over 2 million

Lets talk Kerri Mccrorey Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services 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 easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Kerri Mccrorey Campaign Monitor

the technical elements of the integration software application our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more individuals have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering 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 understand a bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have a lot of people on the webinar can really see the answers can be found in thick and quickly we’re getting a little bit of a pattern but 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 practically 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 couple of moments time and see what those results look like all right yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually great to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody aiming to link so yeah that’s truly informative which actually assists us ensure we type of tailor this to the right audience err folks in today’s webinar we’re moving 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 tell 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and determine the outcomes automatically syncing your data in between these two powerful apps implies that you’re always working with the current and most accurate data nor from within your Salesforce company excellent thanks employer and so simply sailor to go into a little 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? Kerri Mccrorey Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary 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 questions 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 really got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the actual setup and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed right now this is a great overview of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to streamline 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 but if there’s anything that some if there’s anything that springs 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 been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not stress we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can come back and see this in your Kerri Mccrorey Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we start the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our important expert business group and unlimited our combination works at all but the essential addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your service app syncing and all set to send e-mail marketing projects in simply a couple of minutes there are likewise many other advantages to keeping your data constant in between your serum and email marketing platform not the least of which is saving 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 using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define receivers and send an email campaign and view results we’ll likewise supply a couple of suggestions on how to check safely and lastly how to contact the Beaufort 12 assistance team 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 e-mail campaign 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 but if you have different permissions from me you might only have the ability to see campaign monitor if your gain access to varies 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 email structure 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 through campaign monitor comm but without the extra actions of visiting often or working across multiple browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Kerri Mccrorey Campaign Monitor