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Lets talk Monitor Campaign Progress Against Scheduling And Costing…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 everybody that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a moment to introduce 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 e-mail marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Monitor Campaign Progress Against Scheduling And Costing

the technical aspects of the integration software our partnership with campaign monitors is over 10 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 demonstration today and answering your questions excellent thanks Ross and state a couple of more participants have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of individuals on the webinar can really see the answers being available in thick and quick 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 alright appear like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the port so that’s truly terrific to see yeah and a little bit of a curiosity going on so some individuals are just looking to understand more and yeah someone seeking to connect so yeah that’s truly informative which actually helps us make certain 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 utilizing cm4 SF the port 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 better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and measure the results immediately syncing your information in between these 2 effective apps means that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company terrific thanks employer therefore just sailor to go 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? Monitor Campaign Progress Against Scheduling And Costing

you understand lasts about 15 minutes we’re likewise going to provide 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 addressing some questions 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 concerns and we’ve really got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have 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 one thing we will not be covering in today’s demo is the actual setup and the preliminary 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 minute even if you don’t have the combination installed just yet this is an excellent introduction of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to streamline automate your email 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 occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo 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 elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not stress 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 be in your inbox so you can come back and view this in your Monitor Campaign Progress Against Scheduling And Costing

 

own time and make certain you’ve got all the learnings and prior to 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 available as you will probably know our vital professional business group and unrestricted our integration works at all but the important addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with 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 an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing campaigns in just a few minutes there are likewise numerous other benefits to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise provide a couple of suggestions on how to check securely and finally how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really eager to sync our information then send our an email project using 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 however if you have various permissions from me you may just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm however without the extra steps of visiting often or working across numerous web browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Monitor Campaign Progress Against Scheduling And Costing