How To Create A Template In Campaign Monitor – Loved by over 2 million

Lets talk How To Create A Template In Campaign Monitor…Hi everyone and thank you a lot 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 present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Create A Template In Campaign Monitor

the technical aspects of the integration software application our partnership 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 addressing your concerns fantastic thanks Ross and say a couple of more participants have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to know a bit about you guys are a quick survey so I’m just going to release 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 looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous individuals on the webinar can actually see the answers can be found 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 feel free to vote fine appear like well practically everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like okay yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the adapter so that’s truly terrific to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah somebody wanting to connect so yeah that’s really informative and that truly assists us ensure we kind 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 port is called we ought to take a couple of 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 number one email marketing at for Salesforce mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail campaigns and measure the outcomes instantly syncing your data in between these 2 effective apps means that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company excellent thanks manager therefore just sailor to go into a little bit more detail 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? How To Create A Template In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question 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 question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demo is the preliminary admin and the real installation setup with the integration that said we do ever assist 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 integration installed just yet this is a fantastic overview of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs 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 to the demo now which has been tape-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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can return and watch this in your How To Create A Template In Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we kick off the demo similar to 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 expert enterprise group and endless our integration operates at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email 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 objective will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and all set to send out email marketing projects in just a few minutes there are likewise lots of other advantages 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also supply a few tips on how to evaluate safely and finally how to contact the Beaufort 12 assistance team must you have any concerns 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 actually keen to sync our data then send our an email campaign using 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 but if you have various approvals from me you may just 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email 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 via campaign monitor comm but without the extra steps of logging in often or working throughout numerous browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Create A Template In Campaign Monitor