Newsletter Templates For Campaign Monitor 2022

Lets talk Newsletter Templates For Campaign Monitor…Hi everybody 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 viewing as everybody that’s joining us might not know entirely about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Newsletter Templates For Campaign Monitor

the technical aspects of the integration software application our partnership with project displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and say a couple of more participants have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a 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 men out there are existing clients versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have so many people on the webinar can really see the answers coming in thick and quick we’re getting a little a trend 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 looks like well basically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like okay yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the connector so that’s truly fantastic to see yeah and a bit of an interest going on so some people are just aiming to understand more and yeah somebody looking to link so yeah that’s actually informative which actually helps us ensure we kind 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 utilizing cm4 SF the adapter 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 primary e-mail marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out email campaigns and measure the results immediately syncing your data between these two powerful apps implies that you’re always working with the latest and most precise information nor from within your Salesforce organization great thanks employer therefore just sailor to enter into a 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? Newsletter Templates For Campaign Monitor

you know 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 responding to some concerns 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 find that your concern will be covered in that Q&A session however so as we make it through 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 include your question thank you therefore one thing we will not be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now this is a great overview of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind 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 been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not 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 2 once we have actually done that so it’ll be in your inbox so you can come back and see this in your Newsletter Templates For Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our vital expert enterprise group and unlimited our combination operates at all but the necessary addition it’s also 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 campaigns reports and list views we’ll be utilizing 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 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 goal will be to send out an email project with campaign monitor using existing subscriber information 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 steps to sync your information and send an email campaign well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing projects in just a few minutes there are likewise many other advantages to keeping your information consistent in 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 create 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 develop an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also provide a few tips on how to evaluate safely and finally how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our information 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might just 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 update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 straight through campaign monitor comm however without the extra steps of visiting regularly or working across numerous browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Newsletter Templates For Campaign Monitor