Campaign Monitor Html Coder 2022

Lets talk Campaign Monitor Html Coder…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support 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 Html Coder

the technical elements of the integration software application our partnership with project displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and state a couple of more individuals have actually simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know 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 the number of of you guys out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous individuals on the webinar can actually see the answers being available 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 confidential so please do feel free to vote fine appear like well basically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like alright yeah I think that’s basically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the port so that’s really terrific to see yeah and a bit of a curiosity going on so some people are just aiming to understand more and yeah someone aiming to link so yeah that’s truly informative which really helps us make sure we type of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we ought to take a few moments to tell you a little 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 email marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out email campaigns and measure the results instantly syncing your data between these 2 effective apps indicates that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization excellent thanks boss and so 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

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you understand lasts about 15 minutes we’re also going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually 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 actual installation and the initial admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up right now this is a terrific summary of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the ways you can use it to improve 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 on but 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 which’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated 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 do not stress we’re tape-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 two once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Html Coder

 

own time and make sure you have actually got all the learnings and prior to we start the demonstration just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our necessary professional business group and unlimited our integration operates at all but the essential addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send email marketing campaigns in just a couple of minutes there are likewise many other benefits to keeping your information constant in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also offer a few ideas on how to evaluate safely and finally how to call the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our information then send our an e-mail project using 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 simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional steps of visiting regularly or working throughout multiple browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Html Coder