Re Direct Link In Campaign Monitor – Loved by over 2 million

Lets talk Re Direct Link In Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Re Direct Link In Campaign Monitor

the technical aspects of the combination software our collaboration with project monitors is over 10 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 presentation today and answering your concerns fantastic thanks Ross and state a couple of more individuals have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have so many individuals on the webinar can really see the answers coming 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 all right looks like well basically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like okay 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 currently utilizing the connector so that’s truly terrific to see yeah and a bit of an interest going on so some people are just wanting to understand more and yeah somebody wanting to link so yeah that’s truly insightful which truly helps us ensure we sort of tailor this to the ideal audience err folks in today’s webinar we’re moving 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 couple of moments 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 number one 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 customer data send email campaigns and measure the outcomes automatically syncing your data in between these 2 powerful apps suggests that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization terrific thanks manager 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 likewise going to supply you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed right now this is a great summary of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not 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 getting started 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 just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t worry 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 more once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Re Direct Link In Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we begin the demonstration just like to state a few 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 necessary professional business group and endless our integration works at all but the necessary addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing 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 easy 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 customer data 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 actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing projects in just a couple of minutes there are likewise many 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also offer a couple of tips on how to check safely and lastly how to call the Beaufort 12 support group must you have any concerns 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 actually eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the additional actions of logging in regularly or working throughout numerous browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Re Direct Link In Campaign Monitor