How To Add An Attachment In Campaign Monitor 2022

Lets talk How To Add An Attachment In Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Add An Attachment In Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions excellent thanks Ross and state a couple of more individuals have just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m just going to release 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 discovering and about 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 so many individuals on the webinar can truly see the responses being available in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like alright yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the adapter so that’s actually great to see yeah and a little bit of an interest going on so some people are just wanting to know more and yeah somebody wanting to link so yeah that’s really insightful and that actually assists us ensure we sort 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 utilizing cm4 SF the adapter is called we ought to take a few moments to tell you a 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email campaigns and measure the outcomes automatically syncing your data between these two effective apps suggests that you’re constantly working with the latest and most precise data nor from within your Salesforce organization great thanks manager therefore simply sailor to go into a 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 To Add An Attachment In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you registered 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 discover that your question will be covered because 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 include your concern thank you therefore something we will not be covering in today’s demo is the preliminary admin and the actual setup setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the combination set up just yet this is a fantastic summary of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping 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 see this in your How To Add An Attachment In Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we begin the demo similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our vital professional business group and limitless our combination operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple 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 information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are likewise lots of other advantages to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is conserving 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 develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and specify receivers and send an email project and view results we’ll likewise provide a few ideas on how to test securely and finally how to get in touch with the Beaufort 12 assistance group 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 information then send our an email campaign utilizing campaign monitor to get you orientated we remain 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 but if you have various authorizations from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 same as if you logged into the account straight via campaign monitor comm but without the additional actions of visiting often or working across several web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add An Attachment In Campaign Monitor