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Articles tagged "touch-points" returned 44 results.

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Touch Point Rules

...of data which is not advisable. Viewing Touch Points Go to the View menu and select Touch Points. Watch our web clip to see how to create Touch Point rules:...

Using Touch Points

...the touch point and choosing the relevant option. Close modal Some touch points will have arrows to click on which display further information. For example, web touch points show the...

Touch Points introduction

Touch points capture interactions that businesses and individuals have with your company and brand. Gold-Vision can score touch points in accordance to their importance to your business. You can combine...

Overview (web, email, social)

...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...

Using Lead Forensics Data

...in a single view so that rules, scoring and follow up actions can be created. Links to the Touch Points documentation is as below: Touch Points Introduction Using Touch Points...

Touch point automation

Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...

Legacy Touch Point Settings & Categories

...the interval and retention of touch points and touch point scores. Close modal Touch Point Categories New Touch Point Categories can be set up within the Actions menu. Close modal...

Lead capture

...modules for automated lead capture: Marketing Automation, Lead Management, Touch Points, web tracking, alerting How to set up Lead Capture Step 1 Set up your web tracking touch points in...

Touch Point Alert

Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...

Configuring the Lead Forensics Integration

...display the Gold-Vision logo next to your data once it is enabled 3. Navigate to Touch Point Rules from the settings area Close modal 4. Create a new touch point...