How To Send A Newsletter In Campaign Monitor 2022

Lets talk How To Send A Newsletter 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 everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present 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 team and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Send A Newsletter In Campaign Monitor

the technical aspects of the combination software our collaboration with project screens is over ten 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 presentation today and answering your concerns terrific thanks Ross and say a few more participants have simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the subject of how many of you people 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 fantastic to have so many people on the webinar can actually 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 feel free to vote alright appear like well practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s really terrific to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah somebody seeking to link so yeah that’s really informative and that truly helps us make certain 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 utilizing cm4 SF the port is called we must take a few minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out e-mail campaigns and measure the outcomes immediately syncing your information between these 2 powerful apps implies that you’re always working with the current and most precise information nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter into a bit more detail 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 Send A Newsletter In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out 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 two slides worth of those so you may find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the actual installation and the initial admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have actually the integration installed right now this is an excellent overview of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various 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 don’t worry we’re tape-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 remain in your inbox so you can return and see this in your How To Send A Newsletter In Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we begin the demonstration much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our important professional business group and unlimited our integration operates at all but the vital addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re 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 port 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 powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send out e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your data constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll also provide a few ideas on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support team must you have any questions 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 email campaign using campaign monitor to get you orientated we’re 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 however if you have different permissions from me you may only have the ability to see campaign monitor if your gain access to varies 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 use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm but without the extra actions of logging in often or working throughout numerous web browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Send A Newsletter In Campaign Monitor