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Lets talk Sending Emails For Different Clients In Campaign Monitor…Hi everybody and thank you so much 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 totally about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience team 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 support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Sending Emails For Different Clients In Campaign Monitor

the technical aspects of the integration software our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a few more participants have simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have many individuals on the webinar can actually see the responses can be found in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well pretty much everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like all right yeah I think that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just wanting to know more and yeah someone looking to link so yeah that’s really informative and that actually assists us ensure 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 utilizing cm4 SF the connector is called we should take a couple of minutes to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the results immediately syncing your data between these two powerful apps implies that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization fantastic thanks manager and so just 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

What is a good open rate for email 2020? Sending Emails For Different Clients In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering 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 questions and we’ve in fact 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that stated we do ever assist 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 the integration set up just yet this is a great overview of crucial functions 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 discover a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various 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 don’t stress we’re taping 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Sending Emails For Different Clients In Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demo similar to to state a couple of 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 necessary professional enterprise group and endless our integration operates at all but the vital addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and all set to send email marketing campaigns in just a few minutes there are likewise many other benefits to keeping your data constant in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an email project and view results we’ll also provide a couple of tips on how to check safely and lastly how to contact the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might 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 update your consents 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 same as if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working across several web browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Sending Emails For Different Clients In Campaign Monitor