Monitor Ad Campaign Performance – Loved by over 2 million

Lets talk Monitor Ad Campaign Performance…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well up until all Beaufort 12 we just like 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 consumer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Monitor Ad Campaign Performance

the technical aspects of the combination software our collaboration with project displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more participants have just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you guys are a fast survey so I’m simply 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 finding out and looking 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 so many people on the webinar can actually see the responses being available in thick and fast 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 do not hesitate to vote all right looks like well practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like alright yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone looking to link so yeah that’s truly informative and that truly assists us make certain 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 using cm4 SF the adapter is called we should take a few minutes to inform you a 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 number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email projects and measure the outcomes automatically syncing your data in between these 2 effective apps means that you’re constantly working with the most recent and most precise data nor from within your Salesforce organization excellent thanks manager and so just sailor to enter into a 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? Monitor Ad Campaign Performance

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with utilizing 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 registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demo is the real installation and the initial admin 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 do not have actually the combination set up right now this is an excellent overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to simplify 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 concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t fret 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’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Monitor Ad Campaign Performance

 

own time and make sure you’ve got all the learnings and prior to we kick off the demo just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably understand our necessary professional enterprise group and unlimited our integration works at all but the important addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your data constant 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 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 develop an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll also supply a couple of tips on how to check securely and lastly how to get in touch with the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly eager 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may only 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the additional actions of visiting often or working throughout several internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Monitor Ad Campaign Performance