WordPress Forms For Campaign Monitor – Loved by over 2 million

Lets talk WordPress Forms For 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 seeing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage WordPress Forms For Campaign Monitor

the technical elements of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and state a couple of 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 few moments time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a bit about you guys are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind 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 a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well basically everyone has voted so if you wish 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 results look like okay yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah someone wanting to link so yeah that’s really informative and that really assists us make certain we kind of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we must 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 features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send e-mail projects and determine the outcomes automatically syncing your information between these two effective apps suggests that you’re always dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks manager and so just 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? WordPress Forms For Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question 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 question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up right now this is an excellent introduction of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can utilize it to streamline 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 concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-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 more once we’ve done that so it’ll remain in your inbox so you can return and view this in your WordPress Forms For Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we begin the demo just like 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 most likely understand our essential professional business group and limitless our integration operates at all but the essential addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using 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 effective it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are also many other benefits 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise provide a few pointers on how to evaluate securely and finally how to call the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an email campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only have the ability 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 authorizations 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra steps of visiting regularly or working across 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 WordPress Forms For Campaign Monitor