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Articles tagged "email_marketing" returned 238 results.
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Credit History
Here you can find information about your Gold-Vision Marketing credit history including information about your emails sent and credits remaining. Close modal...
User Configuration
...the new user and confirm the subscription changes. The name and email address of the new user If they require a Professional or Essentials licence What team the new user...
Import types
...fields in either object Account name or reference (plus postcode if required) + contact names or email address. If not all rows have contact data, use a separate account and...
Using DocuSign Integration
...by email when the document has been signed. Tip Tip: If the document is sent to multiple contacts Complete in order tick box will ensure the document is signed in...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...Actions → Select ‘Calendar Settings’ Set the fields with the following values: Calendar Type : Google Primary Email : This is the service account username not the users email address....
Import Contacts from Office 365 into Gold-Vision
...want to either match on the Company name, Business Address or Email domain to narrow your search. Contacts without matches For these contacts you have the option to either add...
Enable Portal Access
...enable access in bulk please visit Bulk Role Assignment Access the Portal Once the contact record has been saved, the contact will receive an email to set their password. The...
Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
Setting up a service account for Office 365 & Exchange
Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service...
Configuring Gmail Mail Tracking with Basic Authentication
Overview Please note: For information on configuring Gmail Mail Tracking with Modern Authentication, please click here. Centralise your emails and appointments and keep your CRM up to date without having...
