How To Duplicate A Template In Campaign Monitor 2022

Lets talk How To Duplicate A Template In Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Duplicate A Template In Campaign Monitor

the technical aspects of the integration software our collaboration with project monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a few more participants have simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have many people on the webinar can truly see the answers being available in thick and fast we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay appear like well pretty much everybody 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 minutes time and see what those outcomes look like okay yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the adapter so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah someone looking to connect so yeah that’s actually insightful and that actually helps us ensure we kind of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we need to take a couple of minutes 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 top email marketing at for Salesforce largely due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail projects and determine the results automatically syncing your data in between these two powerful apps implies that you’re always working with the most recent and most accurate information nor from within your Salesforce organization terrific thanks boss 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 demo which is

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

you understand lasts about 15 minutes we’re also going to supply you an introduction 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 signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really 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 demonstration is the initial admin and the actual setup setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed just yet this is a great summary of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already 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 include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components 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 out on any of the action don’t stress we’re tape-recording 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’ve done that so it’ll remain in your inbox so you can return and see this in your How To Duplicate A Template In Campaign Monitor

 

own time and ensure you have actually got all the learnings and before we kick off the demo similar to to say a couple of 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 necessary expert business group and unlimited our integration operates at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using 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 primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send an email project 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 actions to sync your data and send an e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email marketing campaigns in simply a few minutes there are likewise numerous other advantages to keeping your data consistent in 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and specify recipients and send out an email project and view results we’ll likewise provide a couple of suggestions on how to test safely and lastly how to contact the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager to sync our data then send our an email project 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 different 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing most 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 same as if you logged into the account directly via campaign monitor comm but without the additional actions of visiting regularly or working across multiple browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Duplicate A Template In Campaign Monitor