Campaign Monitor Create Email Template 2022

Lets talk Campaign Monitor Create Email Template…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well till 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 become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Create Email Template

the technical elements of the integration software application our collaboration with campaign displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and state a few more participants have simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a bit about you men are a quick poll so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous people on the webinar can really see the answers coming in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right appear like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s really excellent to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah someone aiming to connect so yeah that’s actually insightful and that actually helps us make certain 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 utilizing cm4 SF the connector is called we should take a couple of minutes to inform 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail projects and measure the results immediately syncing your information between these two powerful apps indicates that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company great thanks employer and so simply 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? Campaign Monitor Create Email Template

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed just yet this is a terrific overview of essential functions and finest 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 a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later 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 questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’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 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording this webinar so we’ll the top and tail it and get it all figured 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 watch this in your Campaign Monitor Create Email Template

 

own time and ensure you have actually got all the learnings and prior to we kick off the demo similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert enterprise group and limitless our integration works at all but the vital addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your business app syncing and ready to send email marketing projects in just a couple of minutes there are also lots of other benefits to keeping your data constant 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise provide a few ideas on how to test safely and finally how to call the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign using 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 just called campaign monitor I’m seeing this as an admin but if you have different consents 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the extra steps of logging in often or working throughout numerous web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Create Email Template