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Articles tagged "email_template" returned 189 results.

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How to create a drag & drop template

...this nice and simple. Creating and copying templates To create a new blank template, select Template from the menu options in the upper righthand corner. From the template library view,...

Emails Overview

...and link them to existing emails. New Email To create a new email, click + New Email Close modal First, select a Brand for the email   Close modal Info...

Connect Email Design Tool Changes 2023

...designer to create email templates. Users will be able to edit and update templates created in the legacy design tool. Campaigns created in CRM can include a mixture of both...

Creating Templates & Template Tags

...item data when this feature is initiated. Gold-Vision Templates Folder Gold-Vision templates are usually stored in the Templates sub folder of the program install folder. This folder should be shared...

Follow up Email

...Emails list, click on New Email and choose Follow up Email as the email type.   Close modal Follow the steps in Email Description to name your email and do...

Mail Tracking

How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address – emails to and...

User Mail Tracking Setup with Basic Authentication

...object. Gold-Vision will track any email within a user’s mailbox where a matching contact email address or account ‘Email Domain’ is found in the system. Settings for privacy and exclusions...

Mail Tracking & Calendar Troubleshooting

...Emails will automatically track against an Account or Contact record if: The email domain field against the account has the relevant customer email domain. – Go to the specific account...

Advanced Templates

...paste the template tags that are held in the following area in to your template document: settings -> template tags For example, this template text Close modal could be used...

How to send an email with Connect

...email. Click the grid icon in the top right corner of your screen on Gold-Vision, and select Connect. Close modal Tip Email whitelisting is an important process to improve email...