How Do I Link A Pdf To Campaign Monitor 2022

Lets talk How Do I Link A Pdf To Campaign Monitor…Hi everybody and thank you so much for joining us today on find out 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 campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How Do I Link A Pdf To Campaign Monitor

the technical elements of the combination software application our partnership with campaign screens 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 presentation today and answering your concerns terrific thanks Ross and say a few more participants have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a bit about you people are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many people on the webinar can actually see the responses coming in thick and quick we’re getting a bit of a pattern 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 basically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like okay yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone aiming 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 adapter is called we ought to take a couple of moments to tell 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out email projects and determine the results automatically syncing your information between these two effective apps suggests that you’re constantly working with the current and most precise information nor from within your Salesforce company terrific thanks manager therefore simply 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? How Do I Link A Pdf To Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview 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 responding to some concerns that you sent 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 discover that your question will be covered because Q&A session however so as we survive 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 and so something we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said 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 combination set up just yet this is a terrific overview of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret 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 more once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your How Do I Link A Pdf To Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our important expert enterprise group and limitless our integration works at all but the essential addition it’s also where self was timeless 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 using these in today’s demonstration 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 reveal you how basic it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your business app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are likewise many other advantages to keeping your data consistent 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also offer a few suggestions on how to test securely and lastly how to call the Beaufort 12 assistance group need to you have any questions 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 eager to sync our information 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email 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 via campaign monitor comm however without the additional steps of logging in regularly or working across several browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How Do I Link A Pdf To Campaign Monitor