How To Get A Pdf Of Campaign Monitor Email 2022

Lets talk How To Get A Pdf Of Campaign Monitor Email…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Get A Pdf Of Campaign Monitor Email

the technical elements of the integration software our collaboration with campaign displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a bit about you men 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 guys out there are existing customers versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have so many individuals on the webinar can really see the responses coming in thick and quick 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 okay appear like well basically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s really great to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah somebody seeking to link so yeah that’s really insightful and that truly helps us make sure we kind of tailor this to the right 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 should take a few minutes 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 e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email projects and determine the outcomes automatically syncing your data between these 2 powerful apps means that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks manager 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 Get A Pdf Of Campaign Monitor Email

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your concern 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 actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demo is the actual installation and the initial admin setup with the combination that stated 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 don’t have actually the integration set up right now this is an excellent overview of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to simplify 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 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 concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the beginning 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 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 top 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 come back and see this in your How To Get A Pdf Of Campaign Monitor Email

 

own time and make sure you’ve got all the learnings and before we begin the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our essential professional enterprise group and unrestricted our integration operates at all but the essential 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 acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps 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 company app syncing and ready to send e-mail marketing campaigns in just a couple of minutes there are also many other advantages to keeping your information consistent in 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 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 information synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll also supply a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might only have the ability 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 consents 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 log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the additional steps of logging in regularly or working across several browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Get A Pdf Of Campaign Monitor Email