Marketing Automation Email Campaign Monitor – Loved by over 2 million

Lets talk Marketing Automation Email Campaign Monitor…Hi everyone 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 seeing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Marketing Automation Email Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns terrific thanks Ross and state a couple of more participants have just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you guys are a quick poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can really see the responses being available in thick and fast we’re getting a little bit of 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 okay looks like well pretty much everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like alright yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah someone looking to connect so yeah that’s really informative which actually helps us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we ought to take a couple of minutes to tell you a little bit more about what it is I believe this yeah you can you can do this 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 features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out email campaigns and measure the results automatically syncing your information between these 2 powerful apps means that you’re always dealing with the current and most accurate data nor from within your Salesforce company excellent thanks boss and so 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? Marketing Automation Email Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started with using 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 also so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have actually the integration installed right now this is a fantastic overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components 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 worry we’re tape-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 two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Marketing Automation Email Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our important expert business group and unrestricted our integration operates at all but the vital addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted 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 using campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are also lots of other advantages to keeping your information 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also provide a couple of tips on how to evaluate securely and lastly how to contact the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re actually eager to sync our data 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 just 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 varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the extra steps of visiting often or working across several web browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Marketing Automation Email Campaign Monitor