Can I Do Attachments With Campaign Monitor 2022

Lets talk Can I Do Attachments With Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know totally about project well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Can I Do Attachments With Campaign Monitor

the technical aspects of the combination software our partnership with project displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and say a few more individuals have just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin 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 like to know a little bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys 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 terrific to have many people on the webinar can actually see the responses coming in thick and fast we’re getting a 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 practically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like okay yeah I think that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply wanting to understand more and yeah somebody wanting to connect so yeah that’s truly insightful and that truly helps us ensure we sort 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 adapter is called we ought to take a couple of moments to inform you a little 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 top e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and determine the results automatically syncing your information in between these 2 effective apps implies that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization fantastic thanks boss and so simply sailor to go into a little bit more information 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? Can I Do Attachments With Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction of how to begin 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 registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination 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 the integration set up right now this is a fantastic introduction of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to improve automate your email 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 comes to mind as you go through the demo please do add your questions 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 starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-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 more once we have actually done that so it’ll be in your inbox so you can return and watch this in your Can I Do Attachments With Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we begin the demo 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 offered as you will probably understand our essential professional business group and unrestricted our integration operates at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your business app syncing and ready to send email marketing campaigns in simply a couple of minutes there are likewise lots of other benefits to keeping your data consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise provide a few ideas on how to check safely and finally how to call the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an email project 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 merely called campaign monitor I’m seeing this as an admin however if you have different consents 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 upgrade your permissions 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 visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the extra steps of logging in often or working across multiple browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can I Do Attachments With Campaign Monitor