Adding Pdf In Campaign Monitor – Loved by over 2 million

Lets talk Adding Pdf In Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Adding Pdf In Campaign Monitor

the technical aspects of the integration software our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions fantastic thanks Ross and state a few more participants have simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a little bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers 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 kind of stuff so Wow it’s excellent to have many people on the webinar can really see the answers being available 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 pretty much everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like alright yeah I think that’s pretty much 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 adapter so that’s really great to see yeah and a bit of a curiosity going on so some people are just looking to understand more and yeah somebody wanting to link so yeah that’s truly informative which actually assists us make certain we sort of tailor this to the best 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 should take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail campaigns and determine the results instantly syncing your information in between these 2 powerful apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce company great thanks boss therefore simply sailor to enter into a little bit more information 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? Adding Pdf In Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an introduction of how to get going with utilizing 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 signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually 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 something we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the combination set up just yet this is a great introduction of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs 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 over to the demonstration now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different 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 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 be in your inbox so you can return and watch this in your Adding Pdf In Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we kick off the demo much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our necessary expert enterprise group and unlimited our integration operates at all but the vital addition it’s also where self was classic 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 demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send e-mail marketing campaigns in just a few minutes there are likewise lots of other advantages to keeping your information 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized 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 out an email campaign and view results we’ll also offer a couple of pointers on how to test safely and finally how to contact the Beaufort 12 assistance team ought to you have any concerns 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 eager 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 merely called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 through campaign monitor comm however without the extra steps of visiting often or working across several internet browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Adding Pdf In Campaign Monitor