How To Create Email Template In Campaign Monitor 2022

Lets talk How To Create Email Template In Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch 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 Create Email Template In Campaign Monitor

the technical elements of the integration software our partnership with campaign monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply just in 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 have actually shared a couple of information about ourselves we ‘d love to know a little bit about you people are a quick poll 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 finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have so many individuals on the webinar can truly see the answers can be found in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like okay yeah I believe that’s practically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the port so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are simply looking to understand more and yeah somebody aiming to connect so yeah that’s truly informative which really assists us make sure we type 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 ought to take a couple of moments to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail projects and measure the results immediately syncing your information in between these two powerful apps implies that you’re always working with the latest and most accurate data nor from within your Salesforce organization terrific thanks manager and so just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? How To Create Email Template In Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary 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 concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question 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 actual setup and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination installed right now this is an excellent introduction of crucial 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 more about a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 which’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 just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret 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 more once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your How To Create Email Template In Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we start 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 know our vital professional enterprise group and unrestricted our integration operates at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective 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 just been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing campaigns in just a few minutes there are likewise numerous other advantages to keeping your data constant between your serum and e-mail 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll likewise offer a couple of pointers on how to test securely and lastly how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may just 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 building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra steps of logging in regularly or working throughout several internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Create Email Template In Campaign Monitor