Download Campaign Monitor Templates 2022

Lets talk Download Campaign Monitor Templates…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 viewing as everyone that’s joining us may not know entirely about project well 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 grainy and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Download Campaign Monitor Templates

the technical aspects of the combination software application our partnership 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 anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a couple of more participants have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start 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 love to understand a bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of people on the webinar can truly see the answers can be found in thick and fast 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 do not hesitate to vote alright appear like well pretty much everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like okay yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are just aiming to know more and yeah somebody looking to connect so yeah that’s actually informative which truly helps us make sure 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 must take a couple of moments to inform you a bit more about what it is I think 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 simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email projects and measure the outcomes automatically syncing your data in between these 2 powerful apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company terrific thanks employer therefore simply sailor to go into a bit more information 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? Download Campaign Monitor Templates

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 2 slides worth of those so you might find that your question will be covered because Q&A session however so as we get through 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 therefore something we will not be covering in today’s demo is the real installation and the initial admin setup with the combination that stated we do ever assist 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 integration set up right now this is a great introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later 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 over to the demonstration now which has actually been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said 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 worry 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Download Campaign Monitor Templates

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably know our vital expert business group and unlimited our combination works at all but the necessary addition it’s likewise where self was classic and the more recent lightening 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually 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 demonstration of whatever that you can do it will show you how you can get your company app syncing and prepared to send out e-mail marketing campaigns in simply a couple of minutes there are also lots of other benefits to keeping your data constant 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 utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a few ideas on how to test safely and lastly how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting frequently or working throughout numerous browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Download Campaign Monitor Templates