Rss Campaign Monitor – Loved by over 2 million

Lets talk Rss Campaign Monitor…Hi everybody 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 might not know entirely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Rss Campaign Monitor

the technical elements of the combination software our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and state a couple of more participants have simply arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to know a little bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous people on the webinar can actually see the answers can be found in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine looks like well basically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like okay yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s truly great to see yeah and a little bit of a curiosity going on so some people are simply wanting to understand more and yeah someone aiming to link so yeah that’s truly informative and that really assists us make sure we type 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 should take a couple of moments to inform you a 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 top e-mail marketing at for Salesforce largely due to its simple setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email campaigns and determine the outcomes instantly syncing your information between these two powerful apps indicates that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company great thanks manager and so just 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 also going to supply you a summary 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 responding to some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have 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 therefore one thing we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up right now this is a terrific introduction of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs 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 and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated 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 don’t stress we’re tape-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 be in your inbox so you can come back and see this in your Rss Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we start the demonstration just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional business group and unrestricted our integration works at all but the vital addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using 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 powerful it can be in this demonstration our objective will be to send out an e-mail campaign 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 data and send out an email campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and prepared to send out email marketing campaigns in simply a couple of minutes there are likewise lots of other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise supply a couple of tips on how to check safely and lastly how to contact the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we remain 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 permissions from me you may just 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 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting often or working throughout several internet browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Rss Campaign Monitor