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Lets talk Subscribe Button Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Subscribe Button Campaign Monitor

the technical elements of the combination software application our partnership with campaign screens is over ten 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 terrific thanks Ross and state a few more individuals have actually just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you men are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing consumers 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 stuff so Wow it’s fantastic to have numerous people on the webinar can actually see the responses being available in thick and quick we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well pretty much everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like fine yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah someone wanting to link so yeah that’s truly informative and that actually assists us make sure 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 connector is called we must take a couple of minutes to tell 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 email marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and determine the results instantly syncing your information between these 2 effective apps means that you’re always dealing with the most recent and most precise data nor from within your Salesforce organization great thanks employer and so simply sailor to go into a bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find 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 question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demonstration is the actual setup and the initial admin 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 simply a minute even if you do not have actually the integration installed right now this is an excellent overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the ways you can utilize it to streamline automate your email 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 springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re taping 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 view this in your Subscribe Button Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we kick off the demo similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our vital professional enterprise group and endless our integration operates at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are also many other advantages to keeping your information consistent between your serum and email marketing platform not the least of which is conserving 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 produce custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also provide a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly keen to sync our data 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might just 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 the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the additional actions of visiting often or working throughout several internet browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Subscribe Button Campaign Monitor