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Articles tagged "data" returned 185 results.
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Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Searching and Filtering Lists
...and also excluding (&&!) Birmingham. COMPLEX SEARCHES Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ NUMERIC SEARCHES > greater than >= greater than or equal to...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Managing unsubscribes
Viewing Unsubscribers in Gold-Vision If a contact unsubscribes from a Gold-Vision Connect mail shot, then their Contact record will be automatically updated. You will notice on their contact record that...
Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
Power searching
...SEARCHES Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ or if you are searching for post code BB1 but don’t want BB10...