Campaign Monitor Template Designer 2022

Lets talk Campaign Monitor Template Designer…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Template Designer

the technical aspects of the combination software our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more individuals have simply gotten here so yeah you’re simply just in 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 have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have many individuals on the webinar can truly see the responses being available in thick and quick 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 alright appear like well pretty much everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like alright yeah I believe that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the connector so that’s actually great to see yeah and a bit of an interest going on so some people are simply seeking to know more and yeah somebody seeking to connect so yeah that’s truly informative which actually helps us make sure we kind of tailor this to the right 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 should take a few moments to tell you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail projects and measure the outcomes immediately syncing your data in between these 2 powerful apps means that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce company fantastic thanks employer and so just sailor to enter into a 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 Template Designer

you know lasts about 15 minutes we’re also going to provide 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 answering some concerns that you sent 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 2 slides worth of those so you might discover that your concern 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 concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the actual setup and the initial admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up right now this is an excellent overview of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the methods 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 questions later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t fret we’re 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 2 once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Template Designer

 

own time and make certain you have actually got all the learnings and prior to we kick off the demo much like 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 vital expert business group and unlimited our integration operates at all but the essential addition it’s likewise where self was classic and the more recent lightening user 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send out e-mail marketing projects in simply a couple of minutes there are likewise many other advantages to keeping your data consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise offer a couple of pointers on how to test securely and lastly how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our information then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just have the ability to see campaign monitor if your access varies 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 e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the additional steps of logging in frequently or working throughout several internet browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Template Designer