How To Build An Email In Campaign Monitor 2022

Lets talk How To Build An Email In Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize 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 till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Build An Email In Campaign Monitor

the technical elements of the combination software application our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns terrific thanks Ross and state a couple of more individuals have simply shown up so yeah you’re just in the nick of 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 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 poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have a lot of people on the webinar can actually see the answers can be found in thick and fast we’re getting a bit of 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 fine appear like well practically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like fine yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are already utilizing the port so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody wanting to link so yeah that’s truly informative and that really 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 utilizing cm4 SF the connector is called we need to take a couple of 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 email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and determine the outcomes instantly syncing your data between these 2 powerful apps suggests that you’re always dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks employer and so simply sailor to enter 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 Build An Email In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with using 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 too so so you can follow those concerns and we’ve really got 2 slides worth of those so you may find that your question will be covered because 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 actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the combination set up right now this is a terrific overview of key 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 methods you can utilize it to streamline 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 however 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 demonstration now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said 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 stress we’re taping this webinar so we’ll the leading 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 be in your inbox so you can come back and enjoy this in your How To Build An Email In Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we start the demonstration just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our important professional enterprise group and unlimited our integration operates at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of 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 port 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 effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out email marketing projects in simply a couple of minutes there are likewise many other benefits 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also provide a few tips on how to check safely and lastly how to call the Beaufort 12 assistance group should you have any questions 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 truly keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only be able to see campaign monitor if your gain access to varies 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 most of our setup an e-mail structure 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 directly via campaign monitor comm however without the extra steps of visiting regularly or working across multiple web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Build An Email In Campaign Monitor