How To Add Pdf In Campaign Monitor – Loved by over 2 million

Lets talk How To Add Pdf In Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Add Pdf In Campaign Monitor

the technical aspects of the combination software application our collaboration with project monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns excellent thanks Ross and state a couple of more participants have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a little bit about you men are a quick poll 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 looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have a lot of people on the webinar can actually see the responses being available in thick and quickly we’re getting a little bit of a pattern 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 practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like alright yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the adapter so that’s truly fantastic to see yeah and a little bit of an interest going on so some individuals are just seeking to know more and yeah somebody wanting to connect so yeah that’s truly informative and that really helps us ensure we kind of tailor this to the ideal 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 port is called we should take a few minutes to tell 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 simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and measure the outcomes automatically syncing your information in between these two effective apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce company terrific thanks boss and so just sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re also going to provide you a summary of how to begin 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 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 actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the combination installed right now this is a fantastic introduction of crucial features and finest 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 some of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped 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 3rd just 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 sorted 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 come back and enjoy this in your How To Add Pdf In Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to 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 essential professional business group and unrestricted our combination operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing projects in simply a few minutes there are also numerous other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also provide a couple of suggestions on how to test safely and lastly how to call the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an e-mail project 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 various approvals from me you may 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 update 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 log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting regularly or working across multiple internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Add Pdf In Campaign Monitor