Campaign Monitor Editing Templates 2022

Lets talk Campaign Monitor Editing Templates…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Editing Templates

the technical aspects of the combination software application our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions great thanks Ross and say a couple of more individuals have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many individuals on the webinar can really see the responses can be found in thick and fast we’re getting a little bit of a trend 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 fine appear like well basically everyone has actually voted so if you want to use 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 fine yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s really terrific to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah somebody seeking to link so yeah that’s actually informative which truly assists us make sure we type of tailor this to the right 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 adapter is called we need to take a couple of minutes to tell you a 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 mainly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail projects and determine the results immediately syncing your data between these 2 effective apps suggests that you’re always dealing with the current and most accurate data nor from within your Salesforce organization fantastic thanks employer 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

What is a good open rate for email 2020? Campaign Monitor Editing Templates

you know lasts about 15 minutes we’re also going to supply you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns 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 actually got two slides worth of those so you might discover 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 actually 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 one thing we won’t be covering in today’s demo is the preliminary admin and the real setup 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 minute even if you don’t have the integration set up just yet this is a terrific summary of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various elements 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 out on any of the action don’t fret we’re 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 two once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Editing Templates

 

own time and ensure you’ve got all the knowings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our vital expert business group and endless our integration operates at all but the vital addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your data consistent between your serum and email marketing platform not the least of which is saving 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 create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to check securely 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 connected to campaign monitor we’re actually keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you may 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the extra steps of logging in frequently or working across numerous browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Editing Templates