Campaign Monitor Templates Mobile 2022

Lets talk Campaign Monitor Templates Mobile…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance connecting 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 handle Campaign Monitor Templates Mobile

the technical aspects of the integration software application our collaboration with campaign monitors is over ten 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 couple of more participants have simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can actually see the responses being available in thick and quickly we’re getting a little bit of a pattern but 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 practically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I believe that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s truly excellent to see yeah and a bit of a curiosity going on so some people are simply looking to know more and yeah somebody wanting to link so yeah that’s really insightful which truly assists us make sure we kind of tailor this to the best 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 port is called we should take a few minutes 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 top e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out email campaigns and determine the results automatically syncing your information between these 2 effective apps implies that you’re always working with the current and most precise data nor from within your Salesforce organization fantastic thanks employer therefore just sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Templates Mobile

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you might find 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 actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a fantastic introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on however 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 been recorded by Ross earlier and that’s the beginning 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 fret we’re taping this webinar so we’ll the leading and tail it and get it all figured 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 enjoy this in your Campaign Monitor Templates Mobile

 

own time and make sure you have actually got all the knowings and before we begin the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our essential expert business group and unlimited our combination operates at all but the necessary addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail 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 an email project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing projects in simply a couple of minutes there are also numerous other advantages to keeping your information consistent between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also offer a couple of ideas on how to test securely and finally how to contact the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the extra steps of logging in often or working throughout numerous internet browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Templates Mobile