Campaign Monitor Can’t Download Template 2022

Lets talk Campaign Monitor Can’t Download Template…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated email 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 developers of campaign monitor for Salesforce and handle Campaign Monitor Can’t Download Template

the technical elements of the integration software our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns great thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of individuals on the webinar can truly see the responses coming in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well practically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody aiming to connect so yeah that’s truly insightful and that truly helps us make sure we type of tailor this to the ideal 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 ought to take a couple of moments to tell you a bit more about what it is I think 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 detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail campaigns and determine the outcomes instantly syncing your data in between these two effective apps indicates that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization excellent thanks boss and so simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 concerns and we’ve really got 2 slides worth of those so you might discover that your concern 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 really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up just yet this is a great overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped 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 said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t fret we’re recording 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 more once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Can’t Download Template

 

own time and make certain you’ve got all the learnings and prior to we start the demo similar to to state a couple of 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 expert business group and limitless our integration operates at all but the vital addition it’s also where self was traditional 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your service app syncing and ready to send out email marketing campaigns in simply a couple of minutes there are also lots of other advantages to keeping your data consistent in 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also offer a couple of tips on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re really keen 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 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 permissions from me you may only be able 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 permissions 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 like if you logged into the account directly through campaign monitor comm however without the additional steps of logging in often or working throughout numerous web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Can’t Download Template