Campaign Monitor Transactional Attachments 2022

Lets talk Campaign Monitor Transactional Attachments…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well till all Beaufort 12 we much like to take a moment 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 customer experience group 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 assistance connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Transactional Attachments

the technical elements of the combination software our partnership with project monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of more individuals have simply gotten here so yeah you’re simply 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 moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you people are a fast survey 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 clients 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 great to have a lot of individuals on the webinar can truly see the answers can be found in thick and quick 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 alright appear like well pretty much everyone has voted so if you wish 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 results appear like all right yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a great deal of you are already using the port so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody aiming to connect so yeah that’s truly insightful which actually assists us make certain we kind 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 port is called we need to take a few minutes 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 e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail projects and determine the results instantly syncing your data in between these two effective apps implies that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks boss therefore simply sailor to enter into a bit more detail 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 Transactional Attachments

you understand lasts about 15 minutes we’re also going to offer you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your question 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 question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed right now this is a terrific introduction of crucial features 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 a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs 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 demonstration now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re recording 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 2 once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Transactional Attachments

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration much like to say a couple of 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 expert business group and limitless our combination works at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 reveal you how easy it is and how powerful it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send out email marketing campaigns in just a few minutes there are also numerous other advantages to keeping your data consistent between your serum and e-mail marketing platform not the least of which is saving 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 create customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also provide a couple of ideas on how to evaluate securely and finally how to contact the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our information 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting frequently or working across numerous internet browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Transactional Attachments