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Lets talk Share Button Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Share Button Campaign Monitor

the technical aspects of the integration software application our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and state a couple of more participants have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to understand a little bit about you men are a fast survey so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the responses can be found 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 anonymous so please do do not hesitate to vote okay looks like well practically everybody has actually voted so if you wish to use 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 basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah somebody wanting to link so yeah that’s really insightful which truly helps us make certain 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 ought to take a few minutes to tell you a little 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 easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and measure the outcomes automatically syncing your data in between these 2 effective apps indicates that you’re constantly working with the current and most precise information nor from within your Salesforce organization terrific thanks boss and so simply 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

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you know lasts about 15 minutes we’re likewise going to offer you an overview 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 concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have 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 therefore something we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the combination installed just yet this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes 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 over to the demonstration now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various 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 don’t fret we’re 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’ve done that so it’ll be in your inbox so you can return and see this in your Share Button Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we kick off the demo much 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 probably understand our important expert enterprise group and unrestricted our combination works at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send out email marketing campaigns in just a few minutes there are also many other advantages 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 produce 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 data synced for a particular time create an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also provide a couple of suggestions on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project using 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 but if you have various permissions from me you might only 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra actions of logging in regularly or working across multiple internet browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Share Button Campaign Monitor