How Do I Setup A Reminder Email In Campaign Monitor 2022

Lets talk How Do I Setup A Reminder Email In Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How Do I Setup A Reminder Email In Campaign Monitor

the technical elements of the integration software our collaboration with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more participants have simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many people on the webinar can actually see the answers coming in thick and quickly we’re getting a bit of a trend 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 actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s truly excellent to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah someone wanting to connect so yeah that’s really insightful which truly helps us make certain we kind of tailor this to the best audience err folks in today’s webinar we’re going 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 few moments to inform you a little bit more about what it is I believe 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 largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and determine the results automatically syncing your data in between these 2 powerful apps means that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company terrific thanks employer therefore just sailor to enter into a little 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? How Do I Setup A Reminder Email In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to begin 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 also so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that said we do ever help 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 the combination set up just yet this is a great introduction of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the third just 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 sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and see this in your How Do I Setup A Reminder Email In Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we begin the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our important expert enterprise group and endless our integration operates at all but the essential addition it’s also 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 projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one 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 objective will be to send out an email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send email marketing campaigns in just a couple of minutes there are likewise many other benefits to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify recipients and send an email project and view results we’ll also supply a few ideas on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really eager 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 consents 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 upgrade your consents 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of logging in regularly or working throughout numerous browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How Do I Setup A Reminder Email In Campaign Monitor