Campaign Monitor Templates Images 2022

Lets talk Campaign Monitor Templates Images…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Templates Images

the technical aspects of the integration software our partnership with project screens 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 demonstration today and addressing your concerns excellent thanks Ross and state a few more individuals have simply arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you men 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 men out there are existing clients versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous people on the webinar can really see the answers coming 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 confidential so please do do not hesitate to vote all right looks like well practically everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright 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 utilizing the port so that’s truly excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody looking to connect so yeah that’s truly informative which truly assists us make sure we kind 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 port is called we need to take a few moments to tell 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 mostly 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 data send e-mail projects and measure the results automatically syncing your data between these 2 effective apps means that you’re always working with the current and most precise data nor from within your Salesforce company great thanks employer and so simply sailor to enter into a little bit more detail 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 likewise going to supply you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you might find that your question 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 add in your concern thank you and so something we will not be covering in today’s demo is the real installation and the initial admin setup with the integration 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 the combination set up right now this is an excellent summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t 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 add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the third simply 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 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 view this in your Campaign Monitor Templates Images

 

own time and make sure you’ve got all the knowings and prior to we begin the demo 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 offered as you will most likely know our essential expert enterprise group and limitless our combination works at all but the vital addition it’s likewise where self was timeless and the newer lightening 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 using 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 top email 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 goal will be to send an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and define recipients and send an email campaign and view results we’ll also offer a couple of ideas on how to evaluate securely and finally how to contact the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually keen to sync our information then send our an email 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 simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may 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 most of our setup an email 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 directly through campaign monitor comm but without the extra steps of logging in regularly or working across numerous web browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Templates Images