Campaign Monitor How To Insert An Image 2022

Lets talk Campaign Monitor How To Insert An Image…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well till all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services 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 simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor How To Insert An Image

the technical aspects of the integration software our collaboration with project screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and say a couple of more participants have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you people are a quick poll so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have many individuals on the webinar can truly see the responses being available in thick and quickly we’re getting a 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 okay appear like well practically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like alright yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s truly great to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah somebody wanting to connect so yeah that’s really informative which truly assists us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port is called we should take a couple of moments to tell you a little 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 number one e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and measure the results instantly syncing your data in between these 2 effective apps indicates that you’re always working with the most recent and most precise information nor from within your Salesforce company great thanks manager and so just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may 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 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 and so something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the combination installed just yet this is a terrific summary of crucial 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 a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs 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 actually been tape-recorded by Ross earlier which’s the getting going 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 out on any of the action don’t stress 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 have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor How To Insert An Image

 

own time and ensure you have actually got all the learnings and before we begin the demonstration just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary professional business group and limitless our integration operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects 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 primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign 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 prepared to send out email marketing campaigns in simply a few minutes there are likewise numerous other advantages to keeping your data constant 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 customer 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 project in campaign monitor and specify recipients and send out an email project and view results we’ll also supply a few suggestions on how to check securely and lastly how to call the Beaufort 12 support group need to 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 truly eager to sync our information then send our an e-mail campaign 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 just called campaign monitor I’m seeing this as an admin however if you have different consents 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the additional actions of logging in often or working across several internet browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor How To Insert An Image