Campaign Monitor Html Import 2022

Lets talk Campaign Monitor Html Import…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign 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 grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Html Import

the technical elements of the combination software our collaboration with project displays is over 10 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 terrific thanks Ross and say a few more individuals have actually simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin getting 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 information about ourselves we ‘d love to understand a bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of people on the webinar can really see the responses 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 alright looks like well basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like alright yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s actually great to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah someone seeking to connect so yeah that’s actually insightful and that really assists us make sure we sort 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 using cm4 SF the connector is called we must take a couple of minutes to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send email campaigns and measure the outcomes automatically syncing your information between these 2 powerful apps suggests that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization excellent thanks boss 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

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you understand lasts about 15 minutes we’re also going to offer you an introduction 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 concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we make it through 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 include your concern thank you and so one thing we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration set up just yet this is a terrific summary of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not 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 demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t worry 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’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Html Import

 

own time and ensure you’ve got all the learnings and prior to we kick off the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our essential expert enterprise group and unrestricted our integration operates 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 most likely familiar with the regards to 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 number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send out email marketing projects in just a couple of minutes there are also numerous other benefits to keeping your data constant 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send out an email project and view results we’ll also offer a few suggestions on how to evaluate safely and finally how to call the Beaufort 12 assistance team 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 email campaign utilizing 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 simply 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the extra steps of visiting frequently or working across multiple 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 Html Import