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Articles tagged "pre-defined" returned 171 results.
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Lead capture
...Team UK, although you could do this by email if you prefer. The team that you assign this to could be whoever you want to take charge of the initial...
Managing unsubscribes
...Preference – Email has been unticked. This will make them an invalid recipient in future email campaigns. Close modal A note will also be added to the contact record: Close...
Marketing automation introduction
...than only being able to stop it as per previous functionality. The configuration is retained upon selecting to pause an automated run rather than stopping it. Selecting the stop button...
Using Word Mail Merge
...greeting line to personalise if you wish Close modal Step 5 Preview the email Close modal Step 6 Complete the merge Select merge electronic mail. OK Close modal The emails...
Welcome new customers
...will receive each follow-up stage two days after the previous email. Set up the automation by running your Stages using Automated Run and choose your time of day to send,...
Setting up Products with Time/Unit
...Project or Project Activity . This video will show you how to configure Products with Time and below you have step by step instructions as well: Prerequisites Before you go...
Linking Purchased Time
This page will show you how to link Time to Time Product Sales in Gold-Vision and log the time used for this. Prerequisites Before you go ahead and start using...
Linking Purchased Units
This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...
Web Form Integration Overview
...visits our website and clicks on our ‘Request a Demo’ option, which provides them with the following screen. Close modal The customer fills out their information and presses submit, which...
Critical Fields
...a user Saves a record where fields have previously been removed, they will see a message explaining that a field is missing. The Gold-Vision Administrator will need to add the...
