How To Use Campaign Monitor Email Template 2022

Lets talk How To Use Campaign Monitor Email Template…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Use Campaign Monitor Email Template

the technical elements of the integration software our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting 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 understand a bit about you people are a quick poll so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have so many people on the webinar can truly see the responses can be found in thick and fast we’re getting a bit of a pattern 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 pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like alright yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some people are simply wanting to know more and yeah someone seeking to connect so yeah that’s truly informative and that actually assists us make certain we type of tailor this to the ideal 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 port is called we ought to take a few minutes to tell 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 email marketing at for Salesforce mainly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out e-mail campaigns and determine the results immediately syncing your data in between these two effective apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company fantastic thanks employer therefore simply sailor to enter into a little bit more detail 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 Use Campaign Monitor Email Template

you know lasts about 15 minutes we’re likewise going to provide 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 answering some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demo is the real setup and the initial admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up right now this is a great overview of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes 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 tape-recorded by Ross earlier and that’s the beginning 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 just on the 15 minutes so and if you do miss any of the action don’t worry we’re 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’ve done that so it’ll remain in your inbox so you can come back and watch this in your How To Use Campaign Monitor Email Template

 

own time and make certain you’ve got all the knowings and prior to we begin the demo similar to to say 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 necessary expert enterprise group and unrestricted our integration works at all but the vital addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in just a few minutes there are likewise many other benefits to keeping your information constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll also provide a few tips on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign using 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 simply called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might just have the ability to see campaign monitor if your access 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 straight via campaign monitor comm but without the additional steps of logging in frequently or working throughout several internet browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Use Campaign Monitor Email Template