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Lets talk Phone Number For Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally 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 to start with my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Phone Number For Campaign Monitor

the technical elements of the integration software our partnership with campaign monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and state a few more individuals have just shown up so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you people are a quick survey 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 consumers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous individuals on the webinar can truly see the responses can be found in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well basically everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like okay yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually great to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah someone looking to link so yeah that’s actually insightful which actually helps us ensure 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 must take a few minutes to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail projects and measure the results immediately syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company fantastic thanks manager therefore simply 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

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you know lasts about 15 minutes we’re also going to provide 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 start 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 questions and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we make it 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 add in your question thank you and so something we won’t be covering in today’s demonstration 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 just a moment even if you don’t have actually the integration installed just yet this is a great introduction of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not worry we’re taping 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’ve done that so it’ll remain in your inbox so you can come back and watch this in your Phone Number For Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our necessary expert business group and endless our combination operates at all but the essential addition it’s likewise where self was timeless and the newer lightening 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top 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 objective will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send email marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your information 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also offer a few suggestions on how to evaluate safely and finally how to call the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually eager to sync our data then send our an email project 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might just have the ability to see campaign monitor if your gain access to 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the extra steps of logging in regularly or working across multiple internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Phone Number For Campaign Monitor