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Articles tagged "email_marketing" returned 238 results.
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Using Account records
...clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add...
How to create a follow up stage
A guide on how to create a follow-up stage to a campaign in Gold-Vision 8...
How to create a quick campaign
A guide on how to create a quick campaign in Gold-Vision 8...
How to manage campaign sources
A guide on how to manage campaign sources in Gold-Vision 8....
Creating An Opportunity
...find out how to setup multi currency in Gold-Vision Source This shows where the sale has come from e.g. Exhibition, Marketing, Organic Enquiry etc. Source options can be changed...
Categorise Your Data
...filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment your data for marketing purposes....
Copy/delete a campaign stage
Copy Campaign Stage Copying a Campaign Stage is great if you want to save yourself some time and get more accurate insights on month by month stats for things like...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Automated Connect campaign
Create an Automated Connect Campaign Setting up a new Automated Connect Campaign always involves these steps: 1. Create one or more Automated Templates in Connect 2. Start the Mail Shot...
