Where Do I Find The Form Builder In Campaign Monitor 2022

Lets talk Where Do I Find The Form Builder In Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Where Do I Find The Form Builder In Campaign Monitor

the technical elements of the integration software our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns great thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can really see the answers coming in thick and quick we’re getting a little bit of a pattern 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 alright appear like well practically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like all right yeah I think that’s pretty much everybody 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 adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just seeking to know more and yeah somebody aiming to connect so yeah that’s really informative and that truly helps us make sure we sort of tailor this to the best 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 ought to take a few minutes to tell you a little bit more about what it is I think 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 mostly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail projects and measure the outcomes instantly syncing your information between these two effective apps implies that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company great thanks manager therefore simply 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? Where Do I Find The Form Builder In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question will be covered because Q&A session however 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 in fact look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever help page that covers this initial 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 a fantastic overview of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 demonstration now which has actually been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated 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 fret we’re tape-recording 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 more once we have actually done that so it’ll be in your inbox so you can return and see this in your Where Do I Find The Form Builder In Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we start the demo similar to to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our important expert business group and endless our combination operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects 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 show you how basic it is and how effective it can be in this demo our goal will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your service app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are likewise many other benefits to keeping your information consistent 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 utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise provide a few ideas on how to evaluate securely and lastly how to contact the Beaufort 12 assistance team ought to you have any questions 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 project utilizing 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 however if you have various consents from me you might 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the additional actions of visiting often or working across several browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Where Do I Find The Form Builder In Campaign Monitor