Manage Alerts For Signup Forms On Campaign Monitor – Loved by over 2 million

Lets talk Manage Alerts For Signup Forms On Campaign Monitor…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 entirely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Manage Alerts For Signup Forms On Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a few more individuals have actually just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have so many people on the webinar can really see the responses coming in thick and quick we’re getting a little bit of a trend 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 survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah somebody aiming to link so yeah that’s really informative and that really assists us make certain we kind 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 using cm4 SF the port is called we should take a couple of minutes to inform 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 primary email marketing at for Salesforce mainly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email campaigns and measure the results immediately syncing your data between these 2 powerful apps implies that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization 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 demonstration which is

What is a good open rate for email 2020? Manage Alerts For Signup Forms On Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up 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 concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demo is the actual installation and the initial admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up just yet this is a terrific introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later on 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’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 third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re tape-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 more once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Manage Alerts For Signup Forms On Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we begin the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our essential expert business group and unlimited our integration operates at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using 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 number one e-mail 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 objective will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just 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 demonstration of whatever that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your information consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also offer a couple of pointers on how to check safely and finally how to call the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an e-mail project 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 merely called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just have the ability to see campaign monitor if your access varies 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 the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the additional steps of logging in often or working throughout multiple web browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Manage Alerts For Signup Forms On Campaign Monitor