Video Email Campaign Monitor – Loved by over 2 million

Lets talk Video Email Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know totally about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Video Email Campaign Monitor

the technical elements of the integration software our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and state a few more individuals have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m simply going to launch 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 finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can really see the answers coming in thick and quick we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right looks like well pretty much everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s truly terrific to see yeah and a little bit of an interest going on so some people are simply aiming to know more and yeah someone aiming to connect so yeah that’s actually informative which actually assists us make certain we kind 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 adapter is called we ought to take a couple of moments to tell you a little 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 number one email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail campaigns and determine the outcomes automatically syncing your information between these 2 effective apps implies that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company fantastic thanks manager therefore just sailor to go into a 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? Video Email Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions 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 really got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have actually the combination installed just yet this is a great overview of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’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 simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not stress we’re tape-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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Video Email Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we begin the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our essential professional business group and limitless our integration works at all but the vital addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send 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 just been installed and connected to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your service app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also lots of other benefits to keeping your data 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 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 information synced for a particular time produce an email project in campaign monitor and define receivers and send an email project and view results we’ll likewise offer a couple of tips on how to test securely and finally how to call the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really eager to sync our data then send our an email project utilizing 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 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 update your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 directly by means of campaign monitor comm however without the extra steps of visiting often or working across numerous web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Video Email Campaign Monitor