Can You Attach A Document In Campaign Monitor 2022

Lets talk Can You Attach A Document In Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Can You Attach A Document In Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a couple of more individuals have actually simply shown up 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 moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a little bit about you men are a fast poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous individuals on the webinar can really see the responses can be found in thick and quickly we’re getting a little a pattern however 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 everybody has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like alright yeah I believe that’s pretty much everybody 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 fantastic to see yeah and a little bit of an interest going on so some individuals are just aiming to know more and yeah somebody wanting to connect so yeah that’s truly insightful which really assists us make certain we type 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 connector is called we need to take a few moments to inform you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and measure the results immediately syncing your data between these 2 effective apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company great thanks boss and so 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? Can You Attach A Document In Campaign Monitor

you know lasts about 15 minutes we’re also 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 begin by responding to some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered because Q&A session but so as we make it through 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 add in your concern 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 said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination set up right now this is a fantastic summary of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 add your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the top 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 remain in your inbox so you can return and watch this in your Can You Attach A Document In Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we start the demonstration just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary expert enterprise group and endless our integration works at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns 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 easy it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign 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 ready to send email marketing campaigns in simply a couple of minutes there are also lots of other benefits to keeping your information constant in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise offer a couple of ideas on how to check securely and finally how to get in touch with the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only have the ability to see campaign monitor if your access 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 the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the extra steps of visiting frequently or working throughout several internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can You Attach A Document In Campaign Monitor