How To Download Campaign Monitor Campaign As Pdf 2022

Lets talk How To Download Campaign Monitor Campaign As Pdf…Hi everyone 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 viewing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email 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 much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Download Campaign Monitor Campaign As Pdf

the technical aspects of the combination software our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a few more participants have simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a little bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of people on the webinar can truly see the answers coming in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay 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 results look like alright yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s truly excellent to see yeah and a bit of a curiosity going on so some people are just seeking to understand more and yeah someone wanting to connect so yeah that’s really informative and that actually helps us make sure 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 utilizing cm4 SF the port is called we ought to take a couple of moments to inform 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 primary email marketing at for Salesforce mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and determine the results instantly syncing your data between these two powerful apps suggests that you’re always working with the most recent and most precise information nor from within your Salesforce company excellent thanks manager 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 demonstration which is

What is a good open rate for email 2020? How To Download Campaign Monitor Campaign As Pdf

you understand lasts about 15 minutes we’re also going to provide you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered because 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 in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the integration set up just yet this is an excellent summary of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can use 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 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements 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 do not fret we’re tape-recording 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 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your How To Download Campaign Monitor Campaign As Pdf

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our essential expert enterprise group and endless our combination works at all but the essential addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns 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 primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up 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 thorough demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing projects in just a couple of minutes there are also lots of other advantages to keeping your data consistent between your serum and email 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 create custom-made 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 provide a couple of tips on how to test safely and lastly how to call the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually keen to sync our data then send our an e-mail project 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 simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may only 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 update your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the extra steps of logging in frequently or working throughout multiple internet browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Download Campaign Monitor Campaign As Pdf