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Articles tagged "merge" returned 14 results.
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Email Merge Fields
...Merge fields or to create a new one. Close modal Info Using a Merge Field in your Design will add a Merge Fields button at the top for you...
Using Word Mail Merge
...campaign and click on the stage From the Actions menu select ‘Export valid’ Save the CSV file > Close Word Mail Merge Now you can use Word Mail merge to...
Merge Fields
...these pre-defined Merge Fields in your Emails. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need to use your own Merge Fields then...
Building your Template
...option. Close modal Merge Field Use this option to link your text content to a Merge field from Gold-Vision CRM. Choose from a pre-defined set of Merge fields; or, depending...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Bulk Document Production
...in document storage Create Merged Document – select this option if you would like one large output containing documents for all selected items 6. Click Generate Documents 7. A new...
Managing your Leads
...Activities) merge with a duplicate merge with an existing Account Any notes added to the Lead will be promoted as one single note against the Account record. Info Once promoted...
Design Tools and Functionality
...designer. Show Preview – Use all the preview options for different size displays and Dark Mode preview. Show / Hide Merge Field Previews – Select to show a preview of...
Email Send or Schedule
...any areas that are incomplete; you will need to include an unsubscribe link in your email and have completed any Merge field setup. Close modal Click on the highlighted...
Gold-Vision 8 Upgrade Planning
...campaign source or campaign recipients to a csv file from the Campaign and use this information to create a campaign with Outlook using mail merge. Info Mobile and tablet access...
