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Articles tagged "using_contact_sync" returned 319 results.
Page 13 of 32
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...
Automatic Email to confirm a call has been logged
...modal Step 2 Create the On-Save Alert for a Contact Activity. Conditions: when the item (Contact activity) is created. Action: Email the Contact, select the relevant Template. Close modal Tip...
Emails Overview
...option allows you to immediately send or schedule an Email without Marketing Automation. The Automated Email option is used for Marketing Automation, such as when a contact is added to...
Review invalid recipients
When viewing a campaign source, if certain Contact fields are not completed, then affected recipients will show as Invalid for that particular field. This can be due to a missing...
Configuring Engagement Scores
Adding Engagement Columns to your default List View Your administrator will be able to add Engagements History & Trend columns to the default list view on your Account, Contact &...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Managing Activities
...Activity to another Gold-Vision item from the link button Close modal Email from an Activity Email the Contact by clicking on the Activity Contact’s email address Creating new items from...
Linking Items
Linking Items Sometimes it is useful to show relationships between items in Gold-Vision. For example a Contact maybe employed by one organisation, but they are working as a contractor for...
