Using your Sage 50 Integration

...for the purpose of generating sales reports sourced from Sage 50 data. Review purchase history for a customer when they make an enquiry. Create a new campaign based on transaction...

Generic Phone Integration Overview

...conversation lasted. If phone calls are made part of a marketing campaign, this is ideal to be able to track insights and information. See who called who Using Gold-Vision’s Phone...

Lead Forensics Integration Overview

...can carry out targeted email marketing campaigns based on which visitors are looking at which pages of your website. Sales teams can prioritise your hottest leads straight away using touch...

Microsoft Dynamics NAV Integration Overview

...would typically be used to manage prospect and customer relationships, track sales and run marketing campaigns, whilst an ERP tool would help manage customer orders, billing, shipping, and the storing...

Using Gold-Vision

The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...

How to create a drag & drop template

If you have chosen to create a new mail shot template from scratch, or just want to make changes to an existing template, the Connect Drag & Drop editor makes...

Marketing

Email Templates

Use the Email Templates tab to view or add templates of your favourite and common email layouts to your Brand to be used in your emails and campaigns. Close modal...

Landing Page Templates

Use the Landing Page Templates tab to view or add templates to your brand to be used in your Campaigns. Close modal Info Visit General Navigation for information on how...

Automations

The Automations tab displays a graphical view your campaign elements, including any automations and follow ups that have been set up against Emails. Close modal You can click and drag...