Using Gold-Vision


Data Sources

Data Sources

Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object and then add them to a Data Source. 

Or visit the Data sources list and create your Data source (see View Data Sources list below)

Combine a data source 

View Data Sources list


How to create a new Data Source

To create a new Data Source click on the Data Sources list and click on the plus button at the top right-hand side. 

Choose the object that you want to use to create your data source and make your selection from your data and click Next. 

Give your Data Source a name: 

Data Sources have two types; Static and Live.

Static – In a Static data source, recipients can be updated and refreshed manually.

Live – In a Live data source, the recipient list will be automatically updated. This can also trigger an event. 

You can choose whether to use the Record contact and which Email field to use from that record, or All Records Account Contacts which will include all contacts from the Account associated to that record. 

Advanced Options will allow you to set whether this data source is to include or exclude the records from your Email. 

You can also allocate this data source to a pre-existing folder at this point if you wish.

Viewing Data Sources

Data sources can be reviewed in card view in the Data Sources list: 

There are search options at the top right-hand side so you can search for data sources by Name, Dates, Total Recipients and Item Type. 

On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by Folder, Status, Type, Item Type or Created or Updated Date. 

Your Data Source Folders are also visible: 

Use the Plus icon to create a new folder:

Or use the Settings icon to rename, re-order or delete folders: 

Use the three dots at the top right of any Data Source card: 

From here you can choose to move the Data Source to an existing folder or create a new folder: 

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