Can You Embed A Pdf In Campaign Monitor 2022

Lets talk Can You Embed A Pdf In Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Can You Embed A Pdf In Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing 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 participants have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of people on the webinar can actually see the responses coming in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well practically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like alright yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s really excellent to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah someone seeking to link so yeah that’s actually insightful which truly helps us make certain 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 using cm4 SF the connector is called we ought to take a few moments to inform you a 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 e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email projects and measure the outcomes immediately syncing your information in between these 2 powerful apps suggests that you’re always working with the current and most accurate data nor from within your Salesforce company great thanks boss therefore just sailor to go into a 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 Embed A Pdf In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get started with using 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 in when you signed up 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 question will be covered because Q&A session however 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 include your question thank you therefore one thing we will not be covering in today’s demonstration is the actual installation and the initial 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 simply a minute even if you don’t have the integration installed right now this is a fantastic introduction of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on 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 to the demo now which has been recorded by Ross earlier and that’s the getting going 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re recording 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 2 once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Can You Embed A Pdf In Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we kick off the demo much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our essential professional enterprise group and unlimited our combination operates at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with 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 information and send an e-mail project well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send e-mail marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information consistent in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise offer a couple of tips on how to check securely and finally how to call the Beaufort 12 assistance team should 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 actually keen to sync our data then send our an email 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 just called campaign monitor I’m seeing this as an admin but if you have different permissions 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 update your consents 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 precisely the like if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting frequently or working throughout multiple web browser tabs let’s move 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 You Embed A Pdf In Campaign Monitor