Export Html Campaign Monitor 2022

Lets talk Export Html Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Export Html Campaign Monitor

the technical elements of the integration software our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions great thanks Ross and say a couple of more participants have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a little bit about you people are a quick poll so I’m just going to launch 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 about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have numerous people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like okay yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s truly terrific to see yeah and a little bit of an interest going on so some individuals are just seeking to understand more and yeah somebody looking to link so yeah that’s truly insightful and that actually helps us ensure we sort 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 ought to take a couple of minutes to inform you a 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 top e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email campaigns and measure the results immediately syncing your data between these 2 powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization great thanks manager therefore just sailor to go into a little 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? Export Html Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin 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 concerns and we’ve really got two slides worth of those so you may 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 got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the real setup 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 actually the integration installed right now this is an excellent overview of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 and that’s the beginning with campaign monitor for Salesforce which will cover the various elements 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 any of the action don’t fret we’re tape-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’ve done that so it’ll be in your inbox so you can come back and view this in your Export Html Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we kick off the demonstration similar to to state 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 probably know our essential professional business group and limitless our integration operates at all but the important addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and all set to send out e-mail marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your information consistent 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 create custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise supply a few suggestions on how to check securely and finally how to contact the Beaufort 12 assistance team need to 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 really keen to sync our information then send our an email project 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 simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra steps of visiting often or working across multiple internet browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Export Html Campaign Monitor