Olapic Campaign Monitor – Loved by over 2 million

Lets talk Olapic Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Olapic Campaign Monitor

the technical elements of the integration software application 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 looking forward to taking you through the presentation today and answering your concerns fantastic thanks Ross and state a few more participants have actually simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little bit of 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 fine looks like well pretty much everybody 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 minutes time and see what those results appear like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody wanting to link so yeah that’s really insightful and that truly helps us make certain we kind 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 utilizing cm4 SF the adapter is called we should take a couple of minutes to tell 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 primary email marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and measure the results instantly syncing your data between these two effective apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company terrific thanks employer therefore just 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

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you understand lasts about 15 minutes we’re also going to provide you a summary 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 answering some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 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 in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demo is the actual setup and the initial admin setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed just yet this is a terrific introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various 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 out on any of the action don’t stress 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Olapic Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we start the demo similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary professional business group and endless our combination works at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 show you how simple it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing customer information 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 information and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and prepared to send email marketing projects in just a few minutes there are likewise many other advantages to keeping your information 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define recipients and send an e-mail project and view results we’ll also supply a couple of pointers on how to check safely and finally how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly 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 but if you have different permissions from me you may only have the ability to see campaign monitor if your access differs 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 structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the additional actions of visiting regularly or working across several 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 Olapic Campaign Monitor