Campaign Monitor Add Custom Field To Upload The Image 2022

Lets talk Campaign Monitor Add Custom Field To Upload The Image…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Add Custom Field To Upload The Image

the technical elements of the combination software application our partnership with campaign displays 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 presentation today and addressing your questions fantastic thanks Ross and say a few more participants have just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many people on the webinar can actually see the answers coming in thick and quick we’re getting a bit of 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 practically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like alright yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah someone seeking to link so yeah that’s really insightful which really assists us make certain 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 using cm4 SF the port is called we need to take a few moments 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 top e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and measure the results immediately syncing your information between these two effective apps implies that you’re always dealing with the current and most accurate data nor from within your Salesforce organization excellent thanks employer and so just sailor to go into a bit more information 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? Campaign Monitor Add Custom Field To Upload The Image

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent 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 2 slides worth of those so you might find that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have actually the combination installed right now this is an excellent summary of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’s the starting 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 just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping this webinar so we’ll the leading 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 see this in your Campaign Monitor Add Custom Field To Upload The Image

 

own time and make sure you have actually got all the learnings and before we start the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our essential expert enterprise group and unrestricted our integration operates at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using 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 basic it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t an extensive demo of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in just a couple of minutes there are also numerous other advantages to keeping your information 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 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 develop an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also offer a few suggestions on how to test securely and finally 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’ve just connected to campaign monitor we’re truly eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re 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 various authorizations from me you might 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 approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional steps of logging in frequently or working throughout numerous web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Add Custom Field To Upload The Image