Subscribers Campaign Monitor – Loved by over 2 million

Lets talk Subscribers Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Subscribers Campaign Monitor

the technical elements of the integration software our partnership with project monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and state a couple of more individuals have actually 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 moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many people on the webinar can really see the answers coming in thick and quickly we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well basically everybody has voted so if you want 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 outcomes appear like all right yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah someone seeking to link so yeah that’s actually informative and that actually helps us make sure we type of tailor this to the right audience err folks in today’s webinar we’re going 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 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 number one e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out email campaigns and determine the results automatically syncing your data between these two powerful apps indicates that you’re constantly working with the current and most accurate information nor from within your Salesforce organization excellent 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

What is a good open rate for email 2020? Subscribers Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you might discover that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a fantastic overview of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs 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 recorded by Ross earlier which’s the getting going 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 simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t 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 2 once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Subscribers Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and unrestricted our combination works at all but the vital addition it’s likewise where self was timeless and the more recent 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 demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send out email marketing projects in simply a few minutes there are also lots of other benefits to keeping your data consistent 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a few tips on how to test securely and lastly how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our information then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might just be able 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 consents 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 precisely the like if you logged into the account straight via campaign monitor comm however without the extra actions of visiting often or working across multiple 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 Subscribers Campaign Monitor