The following steps are to be followed to set up and connect your Campaign Monitor account:
- Step 1: Make sure you’re logged into your Salesforce account.
- Step 2: In Salesforce, click the “App menu/Launcher ” button and then select “Campaign Monitor admin”.
- Step 3: Click the “ General settings ” tab to start the connection wizard.
- Step 4: Select the “Connect to Campaign M...
What is a campaign monitor?
- We’ll help you maximize engagement by:
- Recommending the perfect A/B test to run based on your campaign objectives
- Helping you optimise your subject lines by providing a summary of your previous subject lines and open rates
- Suggesting lists to use based on previous campaign activity
How to use Salesforce campaign effectively?
Use promotional emails effectively: You do not want to overwhelm your email list, but you want every email you send to be used effectively. For example, you can promote contests and giveaways in your campaigns to reconnect with inactive subscribers, or send subscribers a poll or survey to find out what type of content they’re most interested in.
How to create campaigns in Salesforce?
Walk-through the steps to create a new Salesforce Campaign with our interactive tutorial:
- Head to the “Campaigns” tab in Salesforce. If you don’t see this, click on the App Launcher (waffle icon, left of the navigation bar), and search for campaigns there. ...
- Click the “New” button.
- Campaign Name: the field to type your Campaign’s name into is free text. ...
How to track Pardot campaign influence in Salesforce?
Option 1: Salesforce Campaign Influence 1.0
- Contact Roles. The contact involved in the opportunity is that all-important link, but Salesforce will only pick this up when the contact is added as a ‘Contact Role’ on the ...
- Enable Campaign Influence 1.0. You can enable/disable the Campaign Influence feature as you wish. ...
- Auto-association. The next item is auto-association. ...
- Crediting Revenue. ...
Can Campaign Monitor integration with Salesforce?
Campaign Monitor for Salesforce gives you the ability to manage your customer data, as well as send and measure the success of email campaigns, all from within your Salesforce organization.
Does Campaign Monitor have CRM?
To help organizations get the most out of their email marketing, Campaign Monitor integrates with industry-leading nonprofit CRMs like Salesforce, Raiser's Edge, and Zoho.
How do I use Campaign Monitor?
0:001:03How to Use the Email Builder | Campaign Monitor Tutorial - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can click in the image plot to replace the image with your. Own. You can also add or edit textMoreYou can click in the image plot to replace the image with your. Own. You can also add or edit text in various regions in this email. Including over a hero image or in a layout.
How do I link a campaign in Salesforce?
Open the Connected Campaigns page.In Pardot, open Settings and click Edit. Scroll to Connected Campaigns.In the Lightning app, click the Pardot Settings tab and then select Connectors. Click. to edit the Salesforce connector, and select the Campaigns tab.
How do I log into campaign monitor?
To log in to your account with a verification code: Go to your inbox for the email associated with your account. Find the email that we have sent with the verification code. This email is automatically sent to the email address associated with your account.
How do I monitor my email campaign?
Email marketing effectiveness: 7 ways to measure without relying on opens and click-throughsCheck the bounce rate on your email campaign landing pages. ... Measure website traffic, too. ... Look at the email conversion rate. ... Track your email list growth rate. ... Check the forward/share rate for each email campaign.More items...
How do I link a PDF in Campaign Monitor?
To link to a file:Host the file online, either on your own web server, or a cloud storage service like Google Drive, Dropbox, OneDrive or Amazon's services.Create a landing page and use it to link to your file. ... Link to your landing page in your email.
Is Campaign Monitor safe?
We're also committed to regularly improving security and reliability in our products, keeping Campaign Monitor a safe and trusted platform that lets you not only deliver fast and consistent email, but continue to build and nurture rich relationships with your subscribers.
How do I create a segment in Campaign Monitor?
Send a campaign to a specific audience. Trigger a journey. Send journey emails to select groups of people. Tailor content to specific audiences within a campaign....To set up a new segment:Click Lists & subscribers.Click on the overflow menu (3 dots) on the right of the list you want.Click Create segment.
How do you connect campaigns?
0:388:45How to Set Up Connected Campaigns | Pardot - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick edit expand the connect campaigns. Section. And then click enable connected campaigns andMoreClick edit expand the connect campaigns. Section. And then click enable connected campaigns and engagement history confirm the connection.
How do I enable campaigns in Salesforce?
The first step is to turn on the feature, which can be done by going to the Setup area in Salesforce:Feature Settings -> Marketing -> Campaign Influence -> Campaign Influence Settings.As seen in the screenshot below, select “Enabled” and hit save.
How do I view campaigns in Salesforce?
0:241:16Salesforce Lightning | Campaigns - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's go ahead and click into campaign in the top navigation. From there you will notice that byMoreLet's go ahead and click into campaign in the top navigation. From there you will notice that by default in the far left you are taken to recently viewed campaigns.
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Create your own Integration
Connect Campaign Monitor and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Campaign Monitor and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
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Campaign Monitor
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One place to simply manage your contacts
Seamlessly sync data between Campaign Monitor and Salesforce allowing you to centralise your contact information.
Take charge and keep updated with reporting and analytics
Get real time data and reports to help you improve your marketing strategy and give you the best email marketing results. View who is engaging with your emails and who is not, and track your subscriber lists.
See how successful your emails are by tracking who is looking
Watch your opens, sends, shares, bounces, clicks, and monitor your success, in real time. You can then target your customers based on their behavior and preferences to lead to more successful email marketing.
Never miss a new contact. Keep records up to date automatically
Using our import wizard, you can automate the adding and updating of your Salesforce records to Campaign Monitor, so you never miss a new contact or changes on an old contact.
Let your customers have control to opt in or opt out
Customers want to be able to opt out of emails easily. By putting this in their control, it leaves a positive message about your business, that may make them think twice about opting out. We provide you with an easy ‘’Opt Out/Opt In’ option for your customers, that you do not have to manage.
