Practifi Campaign Monitor – Loved by over 2 million

Lets talk Practifi Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Practifi Campaign Monitor

the technical aspects of the combination software our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more participants have actually simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a quick poll so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many people on the webinar can truly see the answers can be found in thick and quick we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright appear like well pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like all right yeah I believe that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s really fantastic to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody aiming to link so yeah that’s truly insightful which actually helps us ensure we type 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 port is called we need to take a couple of minutes to tell you a little 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 e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email projects and measure the outcomes immediately syncing your information in between these two powerful apps indicates that you’re always working with the most recent and most accurate data nor from within your Salesforce company terrific thanks manager therefore simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Practifi Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually 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 something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that said 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 actually the integration set up right now this is an excellent introduction of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to improve automate your e-mail 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 been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not stress we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Practifi Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we begin the demo much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our vital professional business group and unlimited our integration operates at all but the important addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar 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 adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in simply a few minutes there are likewise numerous other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a couple of ideas on how to test safely and lastly how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re truly eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just 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 e-mail structure 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 directly through campaign monitor comm but without the extra steps of logging in frequently or working across several internet browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Practifi Campaign Monitor