Repeating Email In Campaign Monitor – Loved by over 2 million

Lets talk Repeating Email In Campaign Monitor…Hi everyone and thank you a lot 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 may not know totally about project well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Repeating Email In Campaign Monitor

the technical elements of the integration software our partnership with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions fantastic thanks Ross and say a couple of more individuals have just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many individuals on the webinar can really see the responses can be found 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 do not hesitate to vote all right looks like well basically everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah someone wanting to connect so yeah that’s really insightful which actually helps us ensure we type 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 using cm4 SF the adapter is called we must 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 mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send email campaigns and determine the outcomes instantly syncing your data between these two powerful apps suggests that you’re constantly working with the current and most precise data nor from within your Salesforce company terrific thanks manager and so simply sailor to go into a 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? Repeating Email In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide 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 begin by responding to some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you may discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that said we do ever assist 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 the combination installed just yet this is an excellent introduction of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later 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 demonstration now which has actually been tape-recorded by Ross earlier which’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 stated it’s going to last for simply on the 3rd just 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 top 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 be in your inbox so you can return and enjoy this in your Repeating Email In Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we start the demo much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our vital expert enterprise group and unrestricted our integration works at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send e-mail marketing projects in simply a few minutes there are likewise lots of other advantages to keeping your data constant in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also supply a few pointers on how to test securely and finally how to contact the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working across several internet browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Repeating Email In Campaign Monitor