How To Attach A Pdf To Campaign Monitor 2022

Lets talk How To Attach A Pdf To Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about project well until 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 grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Attach A Pdf To Campaign Monitor

the technical elements of the integration software application our collaboration with project displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a quick survey so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers 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 truly see the responses coming 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 anonymous so please do feel free to vote all right looks like well basically everybody 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 outcomes look like all right yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly fantastic to see yeah and a little bit of an interest going on so some individuals are simply aiming to know more and yeah somebody aiming to link so yeah that’s truly informative and that actually assists us ensure 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 must take a few moments to inform 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 primary email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email projects and measure the results automatically syncing your data in between these two effective apps means that you’re constantly working with the most recent and most precise data nor from within your Salesforce company fantastic thanks boss therefore simply sailor to go 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 To Attach A Pdf To Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going 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 also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed just yet this is a fantastic summary of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demo 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 taped 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 said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not stress we’re taping 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 have actually done that so it’ll remain in your inbox so you can come back and watch this in your How To Attach A Pdf To Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we start the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our vital expert enterprise group and endless our combination operates 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 likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector 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 an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your service app syncing and all set to send email marketing projects in just a couple of minutes there are also many other benefits to keeping your information consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also offer a couple of suggestions on how to check safely and finally how to get in touch with the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re really keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as 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 may only be able to see campaign monitor if your access differs 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 most of our setup an e-mail building today

with this campaign monitor tab you can visit and use 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 actions of logging in frequently or working across multiple web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Attach A Pdf To Campaign Monitor