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Lets talk Upload Html To 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 everybody that’s joining us might not know totally about campaign well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Upload Html To Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a few more participants have simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can really see the answers being available 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 practically everyone has 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 appear like alright yeah I think that’s basically everyone has voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s actually excellent to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody wanting to connect so yeah that’s actually informative and that truly assists us make sure we type of tailor this to the best 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 need to take a few moments 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 top e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the results instantly syncing your data between these two powerful apps indicates that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks employer and so simply sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re also going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination set up just yet this is a fantastic overview of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs 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 and that’s the beginning 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 simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re 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 have actually done that so it’ll remain in your inbox so you can return and see this in your Upload Html To Campaign Monitor

 

own time and make certain you’ve 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 probably understand our essential professional business 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 likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be using 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor using existing subscriber data 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 steps to sync your data and send out an email campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing campaigns in just a couple of minutes there are likewise lots of other benefits to keeping your information constant in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of ideas on how to evaluate safely and lastly how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager to sync our data then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different permissions 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority 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 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 web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Upload Html To Campaign Monitor