Segment Performance Campaign Monitor – Loved by over 2 million

Lets talk Segment Performance Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance 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 Segment Performance Campaign Monitor

the technical elements of the integration software our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and state a couple of more participants have actually simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a quick survey so I’m just 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 finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the responses can be found in thick and fast 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 do not hesitate to vote fine looks like well practically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like fine yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s really excellent to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah someone seeking to connect so yeah that’s actually informative and that really helps us make sure we sort 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 utilizing cm4 SF the connector is called we need to 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail projects and measure the outcomes automatically syncing your information between these 2 effective apps implies that you’re always dealing with the latest and most precise information nor from within your Salesforce company fantastic thanks boss and so simply sailor to go into a little bit more information 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 Performance Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered 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 concern will be covered in that Q&A session however so as we get through 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 and so one thing we will not be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you don’t have the integration set up just yet this is a fantastic introduction of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few 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 won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re 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’ve done that so it’ll remain in your inbox so you can return and view this in your Segment Performance Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we kick off the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our important expert business group and unrestricted our integration operates at all but the necessary addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your company app syncing and all set to send e-mail marketing projects in just a few minutes there are likewise numerous other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to evaluate safely and lastly how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly eager to sync our information then send our an email 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 simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of logging in regularly or working across numerous internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Segment Performance Campaign Monitor