Rmit Campaign Monitor – Loved by over 2 million

Lets talk Rmit Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch 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 manage Rmit Campaign Monitor

the technical aspects of the integration software our partnership with project monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you people are a quick survey so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have so 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 trend 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 alright appear like well practically everyone has voted so if you wish to use the poll 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 think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s really excellent to see yeah and a little bit of an interest going on so some people are simply seeking to know more and yeah someone looking to link so yeah that’s truly insightful which actually helps us ensure we sort of tailor this to the best 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 port is called we need to take a couple of moments to inform you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email projects and measure the results immediately syncing your information between these two effective apps indicates that you’re always working with the current and most precise information nor from within your Salesforce organization great thanks employer and so simply sailor to go 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 understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 concern will be covered because 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 actually look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the integration set up just yet this is a terrific summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 which’s the starting 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 just on the third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping this webinar so we’ll the leading 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 remain in your inbox so you can return and enjoy this in your Rmit Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we kick off the demonstration much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary professional business group and unrestricted our combination works at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your information constant between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also supply a couple of tips on how to check safely and finally how to get in touch with the Beaufort 12 assistance team should you have any questions 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 e-mail project using 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 just called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 like if you logged into the account directly via campaign monitor comm but without the additional steps of visiting regularly or working across multiple internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Rmit Campaign Monitor