Can You Send A Pdf Attachments In Campaign Monitor – Loved by over 2 million

Lets talk Can You Send A Pdf Attachments In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together 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 moment to introduce ourselves and our particular services to you so first of all 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 services with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Can You Send A Pdf Attachments In Campaign Monitor

the technical aspects of the integration software our collaboration with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and say a few more individuals have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to know a bit about you people are a quick survey 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 learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can truly see the answers coming in thick and fast we’re getting a 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 okay looks like well practically everybody 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 outcomes appear like all right yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s truly terrific to see yeah and a little bit of an interest going on so some people are just seeking to understand more and yeah someone looking to link so yeah that’s really insightful which really helps us ensure we kind of tailor this to the right 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 adapter is called we need to 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 number one e-mail marketing at for Salesforce largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the outcomes immediately syncing your information between these 2 powerful apps implies that you’re always working with the latest and most accurate information nor from within your Salesforce company great thanks boss and so simply sailor to enter into a little bit more detail 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? Can You Send A Pdf Attachments In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction 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 concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two 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 got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now this is a terrific summary of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes 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 demo now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping 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 remain in your inbox so you can return and enjoy this in your Can You Send A Pdf Attachments In Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our important expert business group and limitless our combination works 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 most likely knowledgeable about 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 using campaign monitor for Salesforce this port 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 demonstration our goal will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from 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 data and send an email campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your service app syncing and all set to send e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data constant in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a customer 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 particular time produce an email campaign in campaign monitor and define receivers and send an email project and view results we’ll likewise provide a few suggestions on how to test safely and lastly how to contact the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually eager to sync our information 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 simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the additional steps of visiting regularly or working across multiple web browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Can You Send A Pdf Attachments In Campaign Monitor