Smart Email Id Campaign Monitor – Loved by over 2 million

Lets talk Smart Email Id Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Smart Email Id Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you men are a quick poll so I’m just going to release that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many people on the webinar can really see the answers coming 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 okay appear like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like alright yeah I think that’s pretty much everyone has 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 truly fantastic to see yeah and a bit of a curiosity going on so some people are just aiming to know more and yeah somebody wanting to link so yeah that’s truly informative and that really assists us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we should take a few minutes 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out email campaigns and measure the outcomes automatically syncing your data between these two powerful apps suggests that you’re always working with the most recent and most precise information nor from within your Salesforce organization terrific thanks employer therefore just sailor to go 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 provide you a summary 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 responding to some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns 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 however 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 include your question thank you and so something we will not be covering in today’s demo is the actual setup and the initial admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed right now this is a fantastic summary of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said 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 don’t fret we’re 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 be in your inbox so you can return and watch this in your Smart Email Id Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we start the demo similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our essential professional enterprise group and unrestricted our combination operates at all but the important addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and prepared to send email marketing projects in just a few minutes there are likewise numerous other advantages to keeping your information 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 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 information synced for a particular time produce an e-mail project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also provide a couple of pointers on how to check securely and lastly how to get in touch with the Beaufort 12 assistance team ought to 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 remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various approvals 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email building 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 by means of campaign monitor comm but without the extra steps of logging in frequently or working across several browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Smart Email Id Campaign Monitor