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Articles tagged "follow-up_rule" returned 139 results.
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How to use follow up rules
Create Follow-up Rules Upon creating a Follow-Up Stage, you can choose to add a Rule. Rules can be used in a number of scenarios, for example, if you want to...
Setup GDPR In Gold Vision
...via a web form notification. Once the Privacy rules have been setup, click the Bulk Run Privacy Rules option. This will update all existing records in Gold-Vision with the relevant...
Enabling Highlight Rules
Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where...
Touch Point Rules
...page, irrelevant of how long they spend on the page. Close modal Tip When setting up your Web Tracking rules we recommend a ‘catch all’ rule – with no URL...
Screen Designer
Configuring Fields Fields can be configured to suit your business requirements. This includes: Selecting mandatory fields Deciding which fields should be used for de-duplicating Setting field visibility rules Determining Sensitive/Personal...
Configuring the Lead Forensics Integration
...new touch point rule for Lead Forensics: Following a successful activation you can setup multiple touch point rules which respond to website visits. Select New Rule for LeadForensic Close modal...
GDPR Definitions
...lawful basis for processing personal data according to ICO Article 6 https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/ Privacy Rules – Set up automated system rules to apply the purposes you have created. Privacy Log –...
Create a follow up stage
Once a Stage has been Run you may wish to create a Follow-Up Stage. Creating a Follow-up Stage To do this, click on Add follow-up stage and fill in all...
