Campaign Monitor Email Attachments 2022

Lets talk Campaign Monitor Email Attachments…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Email Attachments

the technical aspects of the combination 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 presentation today and addressing your questions fantastic thanks Ross and state a few more participants have actually just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you men are a fast poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many individuals on the webinar can really see the answers coming in thick and quick 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 feel free to vote okay appear like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like alright yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the port so that’s truly fantastic to see yeah and a bit of an interest going on so some people are just wanting to understand more and yeah someone seeking to link so yeah that’s actually insightful and that truly helps 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 using cm4 SF the connector is called we must take a few moments 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 e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail campaigns and measure the results immediately syncing your information between these two powerful apps implies that you’re constantly dealing with the current and most precise information nor from within your Salesforce company fantastic thanks boss therefore just sailor to enter into a little 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 Email Attachments

you understand lasts about 15 minutes we’re also going to supply you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you may 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 actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the initial admin and the real installation setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now this is a terrific overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the third simply 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 sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Email Attachments

 

own time and make sure you have actually got all the learnings and prior to we kick off the demo similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our vital professional enterprise group and unlimited our integration operates at all but the necessary addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 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 powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a thorough demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out email marketing campaigns in just a couple of minutes there are also many other advantages 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and specify recipients and send out an email project and view results we’ll also offer a few ideas on how to evaluate safely and lastly how to call the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really eager to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might only have the ability to see campaign monitor if your access 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 the majority of our setup an email 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 by means of campaign monitor comm however without the additional actions of logging in frequently or working across numerous web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Email Attachments