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Lets talk No Images Click Here Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage No Images Click Here Campaign Monitor

the technical aspects of the combination software application our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions great thanks Ross and state a few more individuals have simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you people are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many people on the webinar can really see the responses can be found in thick and quick we’re getting a little a pattern 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 appear like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody wanting to link so yeah that’s really informative which actually assists us make sure we kind 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 adapter is called we ought to take a couple of minutes to inform 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 e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and measure the outcomes automatically syncing your data between these 2 effective apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company great thanks employer therefore just sailor to enter into a bit more detail 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? No Images Click Here Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent 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 two slides worth of those so you may 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 actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real setup 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 moment even if you do not have the integration set up right now this is a great summary of key 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 find out about some of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however 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 over to the demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the leading 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 watch this in your No Images Click Here Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we start the demonstration similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our necessary expert business group and unrestricted our combination operates at all but the important addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a few minutes there are also many other benefits to keeping your data consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send an email project and view results we’ll also offer a couple of ideas on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really keen 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may just be able to see campaign monitor if your access differs 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 most of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the additional actions of logging in regularly or working across multiple browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you No Images Click Here Campaign Monitor