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Lets talk Making Sense Of Email Bounce Rates Campaign Monitorcampaign Monitor…Hi everyone 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 seeing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Making Sense Of Email Bounce Rates Campaign Monitorcampaign Monitor

the technical aspects of the integration software application our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more individuals have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of people on the webinar can actually see the responses coming in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well practically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I think that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s really fantastic to see yeah and a bit of an interest going on so some people are just looking to understand more and yeah someone looking to link so yeah that’s really informative and that really assists us make certain we sort 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 utilizing 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 better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and determine the outcomes immediately syncing your information in between these two effective apps indicates that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization terrific thanks manager therefore simply sailor to enter into a 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? Making Sense Of Email Bounce Rates Campaign Monitorcampaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the preliminary admin and the real setup setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a great summary of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to enhance 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 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 started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not worry we’re taping 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 remain in your inbox so you can come back and view this in your Making Sense Of Email Bounce Rates Campaign Monitorcampaign Monitor

 

own time and ensure you’ve got all the learnings and before we kick off the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert business group and unlimited our integration 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 acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple 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 customer data in Salesforce we’ll begin with 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 information and send an email project well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send email marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your data constant in 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 develop customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also offer a couple of pointers on how to test securely and lastly how to contact the Beaufort 12 support group must you have any concerns 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 data then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might just 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 e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the additional steps of visiting regularly or working throughout numerous internet browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Making Sense Of Email Bounce Rates Campaign Monitorcampaign Monitor