Can You Add A Pdf To Campaign Monitor – Loved by over 2 million

Lets talk Can You Add A Pdf To Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Can You Add A Pdf To Campaign Monitor

the technical elements of the combination software our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and say a few more participants have actually just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you guys are a quick poll so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of individuals on the webinar can actually see the answers coming in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like fine yeah I think that’s practically everyone 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 connector so that’s actually great to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah somebody aiming to link so yeah that’s really informative which 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 using cm4 SF the port is called we should take a few moments 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 top email marketing at for Salesforce mainly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out email projects and measure the outcomes immediately syncing your data in between these two powerful apps means that you’re always working with the most recent and most precise data nor from within your Salesforce company terrific thanks employer 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 demo which is

What is a good open rate for email 2020? Can You Add A Pdf To Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your question will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo is the real installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the combination set up right now this is an excellent introduction of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to streamline 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 questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third 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 remain in your inbox so you can come back and watch this in your Can You Add A Pdf To Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we begin the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our vital expert enterprise group and limitless our integration operates at all but the important addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your company app syncing and all set to send out email marketing campaigns in simply a couple of minutes there are also many other advantages to keeping your data constant 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 produce 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 particular time create an email project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also provide a few ideas on how to evaluate securely and lastly how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really keen to sync our data then send our an email campaign using 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 approvals from me you might only 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 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 exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of logging in regularly or working across numerous browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can You Add A Pdf To Campaign Monitor