Campaign Monitor Templates Export 2022

Lets talk Campaign Monitor Templates Export…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Templates Export

the technical elements of the integration software application our partnership with project screens 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 demonstration today and answering your questions great thanks Ross and state a few more participants have actually just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing customers 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 stuff so Wow it’s great to have numerous individuals on the webinar can truly see the answers being available in thick and fast 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 do not hesitate to vote fine looks like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody aiming to connect so yeah that’s really informative which really helps us make sure we kind of tailor this to the ideal 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 adapter is called we must 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 better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and measure the outcomes automatically syncing your information in between these two effective apps means that you’re constantly working with the latest and most precise information nor from within your Salesforce company excellent thanks manager therefore 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 Templates Export

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get started 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 signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you may find that your concern will be covered in that Q&A session however 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 add in your question thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that said 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 don’t have actually the integration set up just yet this is a fantastic overview of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover 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’ve already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs 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 tape-recorded by Ross earlier and that’s the getting going 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 just on the third simply on the 15 minutes so and if you do miss out on 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 more once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Templates Export

 

own time and make sure you’ve got all the learnings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our necessary professional enterprise group and endless our integration works at all but the vital addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 top email 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 project with campaign monitor utilizing existing customer information in Salesforce we’ll start from 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 detailed demonstration of whatever that you can do it will reveal you how you can get your business app syncing and all set to send email marketing campaigns in just a few minutes there are likewise numerous other benefits to keeping your information 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 produce a customer 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 receivers and send an email project and view results we’ll also supply a few suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really eager to sync our data then send our an email 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you might just 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building 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 straight by means of campaign monitor comm but without the additional steps of visiting regularly or working throughout multiple internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Templates Export