Making A Printable Newsletter In Campaign Monitor – Loved by over 2 million

Lets talk Making A Printable Newsletter In Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well till all Beaufort 12 we just like to take a minute to present 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 team and campaign monitor is an e-mail marketing platform for growing companies with campaign 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 developers of campaign monitor for Salesforce and manage Making A Printable Newsletter In Campaign Monitor

the technical elements of the integration software application our collaboration with project screens is over ten 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 demonstration today and addressing your questions excellent thanks Ross and state a few more individuals have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you people are a fast survey so I’m just going to launch that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of individuals on the webinar can really see the answers can be found in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine 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 few minutes time and see what those outcomes appear like okay yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s really great to see yeah and a bit of a curiosity going on so some people are simply seeking to understand more and yeah somebody seeking to link so yeah that’s actually insightful which truly assists us make sure 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 utilizing cm4 SF the connector is called we must 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 mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send email projects and measure the outcomes instantly syncing your data in between these 2 powerful apps implies that you’re constantly dealing with the current and most accurate data nor from within your Salesforce company terrific thanks manager and so simply sailor to enter into a 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? Making A Printable Newsletter In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get going 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 in when you signed up 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 concern 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a terrific summary of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not fret we’re tape-recording 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’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Making A Printable Newsletter In Campaign Monitor

 

own time and make sure you have actually got all the learnings and before we start the demo just like 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 most likely know our necessary professional enterprise group and endless our combination works at all but the important addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up 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 an extensive 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 numerous other advantages to keeping your data constant in 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom 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 out an email project and view results we’ll likewise offer a couple of ideas on how to test safely and finally how to get in touch with the Beaufort 12 support group must 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 truly keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting frequently or working across several browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Making A Printable Newsletter In Campaign Monitor