Campaign Monitor Template Creation 2022

Lets talk Campaign Monitor Template Creation…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Template Creation

the technical aspects of the integration software application our collaboration with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions excellent thanks Ross and state a few more participants have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many people on the webinar can really see the responses can be found in thick and fast we’re getting a little 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 all right looks like well basically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like okay yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply looking to know more and yeah someone seeking to link so yeah that’s truly insightful and that really helps us ensure 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 utilizing cm4 SF the connector is called we ought to take a few minutes to inform you a little 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 mostly due to its easy 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 outcomes instantly syncing your information in between these 2 effective apps means that you’re always dealing with the most recent and most accurate information nor from within your Salesforce company great thanks boss therefore just sailor to enter into a little bit more detail 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 Template Creation

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your concern will be covered because Q&A session but so as we make it 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 concern thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is an excellent overview of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on 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 questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the beginning 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 just on the third just on the 15 minutes so and if you do miss any of the action do not stress we’re taping 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 two once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Template Creation

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably know our essential expert enterprise group and unlimited 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 likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email 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 objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed 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 detailed demo of everything that you can do it will reveal you how you can get your company app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise lots of other advantages to keeping your data consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a couple of pointers on how to evaluate safely and finally how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just have the ability to see campaign monitor if your gain access to varies 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 the majority 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 directly by means of campaign monitor comm however without the additional actions of visiting often or working throughout several web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Template Creation