How To Insert Pdf Into Campaign Monitor – Loved by over 2 million

Lets talk How To Insert Pdf Into Campaign Monitor…Hi everybody 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 up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Insert Pdf Into Campaign Monitor

the technical elements of the integration software our partnership with project screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and state a few more participants have actually just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering 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 enjoy 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 topic of the number of of you people out there are existing clients versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have a lot of people on the webinar can actually see the responses being available in thick and quick we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well pretty much everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I think 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 already using the port so that’s actually excellent to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody seeking to connect so yeah that’s really informative and that truly helps us make certain we sort 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 connector is called we need to take a couple of moments to tell you a little bit more about what it is I believe 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 largely due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail campaigns and measure the outcomes immediately syncing your data between these 2 effective apps implies that you’re always dealing with the most recent and most accurate data nor from within your Salesforce company excellent thanks employer therefore simply sailor to go into a bit more detail 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 supply you a summary of how to get started with utilizing 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 signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed just yet this is an excellent overview of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various 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 don’t fret 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 remain in your inbox so you can come back and enjoy this in your How To Insert Pdf Into Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration similar to to state a few 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 necessary professional business group and endless our combination operates at all but the vital addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted 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 using campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send e-mail marketing projects in just a couple of minutes there are also many other advantages to keeping your data 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also offer a few suggestions on how to test safely and finally how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly 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 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 various permissions 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 update your consents 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 precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional actions of visiting regularly or working across multiple internet 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 Insert Pdf Into Campaign Monitor