Unlimited Campaign Monitor – Loved by over 2 million

Lets talk Unlimited Campaign Monitor…Hi everyone and thank you a lot 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 completely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Unlimited Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your questions excellent thanks Ross and say a few more individuals have simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a quick poll so I’m just going to launch 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 discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have so many people on the webinar can truly see the answers can be found 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 alright looks like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like alright yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s actually terrific to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah someone seeking to connect so yeah that’s actually informative which really helps us make sure we kind 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 using cm4 SF the port is called we need to take a few minutes to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail campaigns and determine the outcomes immediately syncing your information between these two effective apps means that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce organization excellent thanks employer therefore simply sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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

you know lasts about 15 minutes we’re also going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your question will be covered because Q&A session but so as we survive 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 include your concern thank you therefore one thing we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is an excellent summary of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to enhance 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 demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier which’s the beginning 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t stress 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 have actually done that so it’ll remain in your inbox so you can come back and see this in your Unlimited Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we start the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our necessary expert business group and endless our integration operates at all but the important 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 familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple 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 information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing projects in simply a couple of minutes there are likewise lots of other advantages to keeping your data constant in 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise offer a few ideas on how to check safely and finally how to call the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our data then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the additional actions of logging in frequently or working throughout several web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Unlimited Campaign Monitor