Campaign Monitor Template Editable 2022

Lets talk Campaign Monitor Template Editable…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Template Editable

the technical aspects of the integration software application our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a few more individuals have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of people on the webinar can actually see the responses being available in thick and quickly we’re getting a little a trend 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 looks like well pretty much everyone has 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 look like fine yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s truly excellent to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah somebody looking to link so yeah that’s really informative which really helps us make certain 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 using cm4 SF the connector is called we should take a couple of 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 e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and measure the results immediately syncing your information in between these 2 effective apps suggests that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization fantastic thanks boss and so simply sailor to enter into a 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 know lasts about 15 minutes we’re also going to offer you an overview 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 answering some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered because Q&A session however 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 add in your concern thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the combination 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 don’t have actually the combination set up just yet this is a great introduction of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few 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 already covered yeah we won’t be covering some questions later 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 concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not fret 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’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Template Editable

 

own time and ensure you’ve got all the knowings and before we begin the demo much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our necessary professional enterprise group and unlimited our combination operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects 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 primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send email marketing campaigns in just a few minutes there are also many other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and specify recipients and send out 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 group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really eager to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only have the ability 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 structure 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 however without the extra actions of visiting frequently or working throughout multiple browser tabs let’s carry 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 Template Editable