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Articles tagged "personalise" returned 9 results.
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Personalise emails with data tags
Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...
Personalise your CX with Gold-Vision
...can be used to personalise and enhance your Customer journey. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end....
How to send an email with Connect
...future. You can also personalise your subject lines by using data tags. Simply select your option(s) from the dropdown list available. Close modal Attachments: You can send attachments to your...
Using Word Mail Merge
Word mail merge can be used to create a personalise Outlook email to a group of recipients using a campaign source You can either create a campaign source and export...
Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Managing Projects
...Document Template functionality is available against Project and Project Activities. This allows users to create personalised documents from each item containing the Project or Project activity information. To create a...
Gold-Vision 8 Upgrade Planning
...maximum benefit, we therefore recommend that you consider opting for personalised services to assist with your Gold-Vision upgrade. We have a number of options available designed to provide good value...
Merge Fields
Many CRM fields can be used as Merge fields in emails to personalise the content. You want to refer to the order date that a customer bought a specific product...
