Campaign Monitor Rename Template 2022

Lets talk Campaign Monitor Rename Template…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so to start with 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 services with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Rename Template

the technical aspects of the integration software application our collaboration with campaign displays is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a few more participants have actually just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many individuals on the webinar can really see the responses being available in thick and fast we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well basically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like alright yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are simply looking to understand more and yeah someone wanting to connect so yeah that’s truly informative which truly assists us make sure we kind of tailor this to the best 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 need to 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 top email marketing at for Salesforce mainly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send out e-mail projects and determine the results automatically syncing your information between these two powerful apps implies that you’re always working with the current and most precise data nor from within your Salesforce company terrific thanks employer 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

What is a good open rate for email 2020? Campaign Monitor Rename Template

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 in fact got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed just yet this is an excellent summary of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Rename Template

 

own time and ensure you’ve got all the knowings and before we start the demonstration much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our vital professional business group and unrestricted our combination operates at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send 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 actually simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail campaign in campaign monitor and specify receivers and send out an email project and view results we’ll also offer a few tips on how to evaluate safely and finally how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked 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 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 but if you have different permissions from me you may only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the extra actions of logging in regularly or working across numerous 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 Rename Template