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Lets talk Recaptcha Option For Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Recaptcha Option For Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more participants have just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a bit about you guys are a quick poll so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing clients 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 things so Wow it’s excellent to have many individuals on the webinar can actually see the answers coming 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 feel free to vote okay looks like well basically everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s really excellent to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah somebody seeking to connect so yeah that’s truly informative which really helps us make certain 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 port is called we must take a couple of minutes to inform 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 top e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and determine the results automatically syncing your data in between these 2 effective apps means that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce organization terrific thanks employer and so just sailor to enter into a bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re likewise going to offer you a summary of how to start with utilizing 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 registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find 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 actually got a concern that isn’t covered please do actually 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 demo is the real setup and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the integration installed right now this is a fantastic 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 a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes 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 to the demonstration now which has been recorded by Ross earlier which’s the starting 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 just on the third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording 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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Recaptcha Option For Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our essential expert business group and limitless our integration works at all but the necessary addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing projects in simply a couple of minutes there are likewise lots of other benefits to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also offer a few pointers on how to check safely and finally how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re 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 may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the extra steps of visiting often or working across numerous internet browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Recaptcha Option For Campaign Monitor