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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Email marketing introduction
...more about Gold-Vision’s Connect packages. Connect Campaign How it works – a simple overview: Create a campaign source by segmenting your list of recipients, using any data field in Gold-Vision...
How to send an email with Connect
...marketing efficiency and deliverability. See more information about: Gold-Vision Connect Whitelisting and the IP address range which Gold-Vision Connect uses. Applying a template to your mail shot When you have...
Lead capture
...specific page(s) using the touch point configurations options, and set the ‘Raises Over’ Touch Point score. Next, add an action. We’ve chosen to Raise an Alert in Gold-Vision for Sales...
Marketing automation introduction
...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...
Preference centre
...When edited, these will automatically synchronise with Gold-Vision Connect allowing you to manage preferences more effectively. Managing Campaign Preferences – Connect Administrator Campaign Preferences can also be managed in Gold-Vision...
Touch Points introduction
Touch points capture interactions that businesses and individuals have with your company and brand. Gold-Vision can score touch points in accordance to their importance to your business. You can combine...
Using Touch Points
...blank if you have not yet configured Touch Points in the Administration Console. For help with this see your Gold-Vision Administrator If it does, then Gold-Vision will automatically assign that...
Creating a Project
...the Project from the Action Menu by clicking on the Add Member button Links Links to other Gold-Vision items can be added to projects to show the relationship between the...
