Import Html Into Campaign Monitor 2022

Lets talk Import Html Into Campaign Monitor…Hi everybody and thank you a lot 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 completely about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all 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 services with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Import Html Into Campaign Monitor

the technical aspects of the combination software application our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a couple of more participants have actually simply gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m simply 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 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 fantastic to have so many individuals on the webinar can actually see the answers can be found in thick and quickly 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 feel free to vote fine looks like well pretty much everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are just seeking to know more and yeah somebody wanting to connect so yeah that’s truly insightful which actually helps us make certain we type 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 ought to take a couple of 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 largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail projects and measure the outcomes immediately syncing your information between these 2 powerful apps means that you’re always working with the latest and most accurate information nor from within your Salesforce company fantastic thanks boss and so just sailor to go into a little 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? Import Html Into Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get started 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 too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through 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 and so one thing we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed just yet this is a terrific introduction of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes 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 to the demonstration now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not fret we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Import Html Into Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we begin the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our essential expert business group and unlimited our integration operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and prepared to send email marketing projects in just a couple of minutes there are also numerous other advantages to keeping your data constant 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 using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also offer a couple of tips on how to test safely and lastly how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an email project utilizing 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 merely called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may only be able to see campaign monitor if your access varies 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 the majority of our setup an email structure 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 straight through campaign monitor comm but without the extra steps of logging in regularly or working throughout several web browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Import Html Into Campaign Monitor