Campaign Monitor Email Design Guidelines – Loved by over 2 million

Lets talk Campaign Monitor Email Design Guidelines…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Email Design Guidelines

the technical elements of the combination software our partnership with project monitors is over ten 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 demonstration today and answering your questions terrific thanks Ross and state a couple of more individuals have simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to understand a bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you people 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 kind of things so Wow it’s terrific to have a lot of people on the webinar can truly see the responses coming in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right looks like well basically 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 couple of minutes time and see what those outcomes look like all right yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the port so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are simply seeking to understand more and yeah someone wanting to connect so yeah that’s truly insightful which actually assists us make sure we type 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 need 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 thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail projects and determine the results automatically syncing your information in between these 2 effective apps suggests that you’re always working with the latest and most precise data nor from within your Salesforce organization fantastic thanks boss 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

What is a good open rate for email 2020? Campaign Monitor Email Design Guidelines

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover 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 concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up right now this is a terrific overview of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to enhance 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 however if there’s anything that some if there’s anything that occurs as you go through the demonstration 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 started 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 tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Email Design Guidelines

 

own time and ensure you have actually got all the knowings and prior to we kick off the demo much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary professional business group and limitless our integration works at all but the essential 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 knowledgeable about the regards to leads contacts projects reports and list views we’ll be using 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your business app syncing and ready to send e-mail marketing campaigns in just a few minutes there are also lots of other advantages to keeping your data 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise provide a few pointers on how to evaluate safely and finally how to call the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really eager to sync our data then send our an e-mail campaign 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might 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 permissions 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 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 extra steps of visiting regularly or working across numerous web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Design Guidelines