How To Get To Templates In Campaign Monitor – Loved by over 2 million

Lets talk How To Get To Templates In Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Get To Templates In Campaign Monitor

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and state a couple of more individuals have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a little bit about you men are a quick survey 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 make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have many individuals on the webinar can truly see the responses being available in thick and fast we’re getting a little bit of a pattern but 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 practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like okay yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s truly excellent to see yeah and a little bit of a curiosity going on so some individuals are just looking to understand more and yeah somebody seeking to connect so yeah that’s really insightful and that truly assists us make certain we type 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 using cm4 SF the adapter is called we should take a few minutes to inform you a little bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail campaigns and determine the outcomes automatically syncing your information between these two powerful apps means that you’re always working with the current and most accurate information nor from within your Salesforce organization great thanks employer and so simply 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 Get To Templates In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 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 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 therefore one thing we won’t be covering in today’s demo is the actual setup and the initial 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 the combination installed just yet this is a great introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated 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 taping this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can return and view this in your How To Get To Templates In Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we start the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our necessary expert business group and unlimited our combination works at all but the essential addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns 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 adapter 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 goal will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in just a few minutes there are also lots of other benefits to keeping your information constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise provide a few tips on how to evaluate safely and lastly how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually keen to sync our data then send our an email 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 but if you have different approvals from me you might just be able to see campaign monitor if your access differs 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 structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the extra actions of visiting regularly or working throughout several web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Get To Templates In Campaign Monitor