Segment Campaign Monitor – Loved by over 2 million

Lets talk Segment Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Segment Campaign Monitor

the technical elements of the combination software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have numerous individuals on the webinar can actually see the answers coming in thick and quick we’re getting a little a pattern but 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 everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s truly terrific to see yeah and a little bit of a curiosity going on so some people are simply aiming to understand more and yeah someone seeking to connect so yeah that’s actually informative and that actually helps us make certain we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we need to take a couple of minutes 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send e-mail campaigns and determine the results instantly syncing your data in between these 2 powerful apps indicates that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce company terrific thanks boss and so simply sailor to enter into a little 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? Segment Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an introduction 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 questions that you sent out 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 really got two slides worth of those so you may find that your question 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 concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary 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 a terrific overview of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd 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 figured 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 come back and see this in your Segment Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we begin the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our vital professional business group and endless our combination works at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t an extensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing projects in simply a couple of minutes there are also many other benefits to keeping your data constant between your serum and email marketing platform not the least of which is saving 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 define receivers and send an email campaign and view results we’ll also provide a couple of tips on how to check safely and finally 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 just connected to campaign monitor we’re actually eager to sync our information then send our an email project utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just have the ability to see campaign monitor if your gain access to 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 structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the additional steps of logging in regularly or working throughout several web browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Segment Campaign Monitor