How To Create A Newsletter In Campaign Monitor 2022

Lets talk How To Create A Newsletter In Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover 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 campaign well till all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Create A Newsletter In Campaign Monitor

the technical aspects of the combination software application our partnership with project screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a couple of more participants have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have many individuals on the webinar can really see the responses can be found in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well practically everyone 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 outcomes look like fine yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are just seeking to know more and yeah somebody seeking to link so yeah that’s truly informative and that really helps us make certain we kind of tailor this to the ideal 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 connector is called we should 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 better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send e-mail campaigns and determine the results instantly syncing your data between these two effective apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization terrific thanks boss 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 To Create A Newsletter In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demo is the preliminary admin and the real setup setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed right now this is an excellent overview of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been tape-recorded by Ross earlier which’s the beginning 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 3rd just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re recording 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 two once we have actually done that so it’ll be in your inbox so you can come back and see this in your How To Create A Newsletter In Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we begin the demo much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our essential expert enterprise group and unlimited our integration operates at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be using 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 primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing customer 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 steps to sync your data and send out an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing campaigns in simply a couple of minutes there are likewise 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 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 email project in campaign monitor and specify recipients and send an e-mail project and view results we’ll also offer a couple of pointers on how to test securely and lastly how to contact the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an e-mail campaign using 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 might just be able to see campaign monitor if your gain access to differs 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 most of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra steps of logging in often or working throughout multiple browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Create A Newsletter In Campaign Monitor