Tutorial Campaign Monitor – Loved by over 2 million

Lets talk Tutorial 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 viewing as everybody that’s joining us may not know totally about project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor customer 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 support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Tutorial Campaign Monitor

the technical elements of the combination software application our collaboration with project monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more individuals have just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to understand a bit about you people 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 clients versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many individuals on the webinar can really see the answers can be found in thick and quick we’re getting a little 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 all right appear like well practically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like fine yeah I believe that’s practically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently using the adapter so that’s truly excellent to see yeah and a little bit of a curiosity going on so some people are just looking to understand more and yeah someone wanting to connect so yeah that’s really insightful and that actually assists us ensure we sort of tailor this to the best 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 adapter is called we need to take a few moments to inform 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 primary email marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email campaigns and measure the outcomes immediately syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce organization excellent thanks boss and so simply sailor to go into a little bit more information 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? Tutorial Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you might find that your question will be covered because Q&A session but 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 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 demo is the actual installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up just yet this is an excellent summary of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the starting 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 third simply on the 15 minutes so and if you do miss any of the action do not fret 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 remain in your inbox so you can return and view this in your Tutorial Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary expert business group and endless our combination operates at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email 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 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 connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing campaigns in just a couple of minutes there are likewise numerous other benefits to keeping your information constant between your serum and e-mail 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 utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise provide a few suggestions on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance group should you have any concerns 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 information then send our an email campaign using campaign monitor to get you orientated we remain 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 may 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 most 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 like if you logged into the account straight through campaign monitor comm however without the extra steps of logging in often or working across several web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Tutorial Campaign Monitor