Campaign Monitor Attach Pdf – Loved by over 2 million

Lets talk Campaign Monitor Attach Pdf…Hi everyone 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 seeing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch 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 Campaign Monitor Attach Pdf

the technical elements of the integration software application 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 presentation today and answering your questions terrific thanks Ross and state a couple of more individuals have simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering 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 men are a quick poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many people on the webinar can really see the answers being available in thick and fast we’re getting a little bit of 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 fine looks like well basically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like fine yeah I think that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody seeking to connect so yeah that’s truly insightful which really helps us make certain we sort 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 utilizing cm4 SF the adapter is called we must take a couple of minutes to inform you a 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 primary email marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send e-mail campaigns and measure the results immediately syncing your data in between these 2 effective apps indicates that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization fantastic thanks manager and so just sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to offer you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out 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 might discover that your concern 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 something we won’t be covering in today’s demonstration is the actual setup and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed right now this is a great summary of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the beginning 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 do not fret we’re taping 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 have actually done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Attach Pdf

 

own time and make sure you have actually got all the learnings and before we start the demo similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably know our important professional enterprise group and limitless our integration works at all but the essential addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 port by Beaufort 12 is a number one email 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 campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up 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 prepared to send e-mail marketing campaigns in just a couple of 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise provide a few suggestions on how to check safely and finally how to call the Beaufort 12 assistance team should 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 really eager to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we remain 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 but if you have different permissions from me you may 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 update your approvals 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the additional steps of visiting frequently or working throughout several browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Attach Pdf