Myles Price Campaign Monitor – Loved by over 2 million

Lets talk Myles Price Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Myles Price Campaign Monitor

the technical elements of the combination software our partnership with project displays 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 addressing your questions terrific thanks Ross and say a few more individuals have simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous individuals on the webinar can truly see the answers coming in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well basically everyone has actually voted so if you want to use 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 believe that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the adapter so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody looking to connect so yeah that’s really informative which truly helps us ensure we kind of tailor this to the right 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 need to take a few moments to tell you a 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 number one email marketing at for Salesforce mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email campaigns and measure the outcomes instantly syncing your information in between these two powerful apps suggests that you’re constantly working with the current and most precise data nor from within your Salesforce company fantastic thanks employer and so simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re also going to supply you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the real setup and the initial admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is a fantastic summary of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs 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 demo now which has actually been taped by Ross earlier which’s the starting 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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Myles Price Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our essential professional enterprise group and limitless our combination operates at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 primary 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 email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send email marketing projects in just a few minutes there are likewise numerous other benefits to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few suggestions on how to test securely and finally how to call the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an email campaign 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 authorizations from me you might only be able 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 most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional actions of logging in regularly or working throughout numerous browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Myles Price Campaign Monitor