Campaign Monitor Template Free 2022

Lets talk Campaign Monitor Template Free…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Template Free

the technical aspects of the combination software application our partnership with project monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions fantastic 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 begin getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have numerous individuals on the webinar can actually see the answers can be found in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well basically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s basically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly excellent to see yeah and a little bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s truly informative and that truly helps us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re moving 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 couple of moments to inform 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 number one email marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and determine the results immediately syncing your data between these two effective apps implies that you’re always working with the current and most precise data nor from within your Salesforce company excellent thanks boss therefore simply sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re likewise 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 start by addressing some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover 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 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 won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have actually the combination set up right now this is a fantastic introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 actually been 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 stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-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 two once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Template Free

 

own time and make certain you have actually got all the learnings and prior to we begin the demo just like to state 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 understand our important professional business group and limitless our combination operates at all but the important addition it’s also where self was classic and the newer lightening user 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 using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a thorough demo of everything 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 also many other benefits 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send out an email campaign and view results we’ll also provide a few ideas on how to check safely and finally how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an email project utilizing 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 approvals 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 use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the extra steps of visiting frequently or working throughout multiple web 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 Free