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Articles tagged "quick-campaign" returned 152 results.
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Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
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....
Using Account records
...Categories can be recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. ...
How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
Create a follow up stage
Once a Stage has been Run you may wish to create a Follow-Up Stage. Creating a Follow-up Stage To do this, click on Add follow-up stage and fill in all...
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...
