Search Results
Articles tagged "campaign_stage" returned 121 results.
Page 10 of 13
Data privacy opt in
Planning how you manage your opt-ins is an important process, especially since the introduction of legislation like GDPR, PIPEDA and CCPA. However, it doesn’t need to be difficult. Opt-In Through...
HTML templates
How to open the HTML template editor For those who would rather use the HTML editor to create templates, simply click + New and then HTML Editor. This will then...
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...
Touch point automation
...point Score of 50, for example, add them to your nurture Campaign Source. This ensures you are delivering relevant messages to specific targets at the right time As part of...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Filtering Sublists
...navigating around Gold-Vision using the Opportunity as an example. Close modal This is also very helpful when reviewing particular dates as seen above with the Campaign Sublist against a Contact....
Lead Management Settings
...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...
Lead Scoring
...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...
Using the Eventbrite Integration
...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...
