Multibuilds Campaign Monitor – Loved by over 2 million

Lets talk Multibuilds Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Multibuilds Campaign Monitor

the technical aspects of the combination software our partnership with project screens is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and state a few more individuals have actually just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still discovering 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 fantastic to have so many individuals on the webinar can really see the responses can be found in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright appear like well pretty much everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like okay yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the adapter so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah someone aiming to link so yeah that’s actually informative which truly helps us make certain we type 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 connector is called we must take a few moments to inform you a 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 number one email marketing at for Salesforce mainly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send email campaigns and measure the results immediately syncing your information in between these two powerful apps indicates that you’re constantly working with the most recent and most precise data nor from within your Salesforce organization terrific thanks manager therefore simply sailor to enter into a little 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? Multibuilds Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your concern will be covered because 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 question thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination set up just yet this is an excellent overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later however 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 to the demonstration now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects 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 stress we’re recording this webinar so we’ll the leading 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 watch this in your Multibuilds Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we kick off 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 probably know our necessary expert business group and endless our combination operates at all but the essential addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail 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 ready to send out e-mail marketing campaigns in just a couple of minutes there are also numerous other advantages to keeping your data constant in between your serum and email 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 produce customized fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise supply a couple of suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually keen to sync our data 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions 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 upgrade 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 visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the extra actions of visiting frequently or working throughout several web browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Multibuilds Campaign Monitor