See Automated Journey Performance By Segment Campaign Monitor – Loved by over 2 million

Lets talk See Automated Journey Performance By Segment Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage See Automated Journey Performance By Segment Campaign Monitor

the technical elements of the integration software application our collaboration with campaign monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have actually simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a little bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many people on the webinar can really see the responses coming in thick and quickly we’re getting a little 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 all right looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like all right yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are simply aiming to know more and yeah someone wanting to connect so yeah that’s really 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 going forward so yep seen there’s a few of you that are not using cm4 SF the port is called we should take a couple of minutes to tell you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email campaigns and measure the results immediately syncing your data between these two powerful apps suggests that you’re always dealing with the current and most accurate data nor from within your Salesforce company terrific thanks manager therefore 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

What is a good open rate for email 2020? See Automated Journey Performance By Segment Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your concern will be covered because 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 really look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demo is the initial admin and the real setup 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 simply a minute even if you do not have actually the combination installed right now this is a great introduction of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your email 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 add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting going 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 third simply on the 15 minutes so and if you do miss out on any of the action do not worry 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 two once we have actually done that so it’ll remain in your inbox so you can come back and see this in your See Automated Journey Performance By Segment Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and unrestricted our combination works at all but the essential addition it’s also where self was timeless and the newer lightening 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 utilizing campaign monitor for Salesforce this port 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 demo our objective will be to send an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send out email marketing campaigns in simply a couple of minutes there are likewise numerous other benefits to keeping your data constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also offer a couple of pointers on how to check safely and lastly how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting frequently or working throughout several browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you See Automated Journey Performance By Segment Campaign Monitor