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Articles tagged "quick-campaign" returned 125 results.
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Configure QuickBooks Online integration
...to QuickBooks Online Live Modules – allows users to live select products from Quickbooks Online Batch Modules – which send information from QuickBooks Online to Gold-Vision Configure Real-time Modules Close...
QuickBooks Online Integration Overview
...to: Creating a new QuickBooks Online Customer from a Gold-Vision Account Create QuickBooks Online Estimate and/ or Invoice from a Gold-Vision Quote Search for QuickBooks Online products within Gold-Vision Import...
Create a quick campaign
Campaigns are used to manage all of your marketing communications and campaigns in one place. The fastest way this can be achieved is by creating a quick campaign. You can...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
Campaign activities
...performance of your campaign. You can also add the cost of your campaign in the Campaign Stage details which will help you more accurately track the performance of your campaign....
Campaign Introduction
...modal Setting up a New Campaign Setting up a new Campaign will always involve these steps: 1. Create a Source Who do I want to contact? 2. Create a Campaign...
Automated Connect campaign
Create an Automated Connect Campaign Setting up a new Automated Connect Campaign always involves these steps: 1. Create one or more Automated Templates in Connect 2. Start the Mail Shot...
Create a campaign stage
...Letter), and you can choose your Recipient Source for each Stage. Creating a Campaign Stage When you’re in a campaign, click the plus sign and select Campaign stage. Close modal...
Updates
...Lead Recipients List. You can now create a new Campaign Source from the All Campaign Contact Recipients list When adding Accounts to a Campaign Source you can now add multi-select...
Copy/delete a campaign stage
...reason, you need to Delete a campaign stage, simply open the campaign stage in question, click Action and Delete. Info You can also delete a campaign by following the same...
