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Articles tagged "email_template" returned 222 results.

Page 14 of 23

User Management

To invite a new user to Gold-Vision Marketing, click on the ‘+ Invite a User’ button on the top right. Close modal Enter the Users Name, Email and select what...

Tags

Tags are words or key phrases that you can optionally assign when creating new Campaigns, Emails, Generic Emails and Landing Pages to help you find your items. Creating a new...

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...

Contact Support

...a response shortly. Raise a ticket Or Contact the Support Team Chat online, send us an email or give us a call. Live Chat Email Support +44 (0) 1788 511110...

Product News

...enhancements to the Action Centre – Recent Events, email tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more. September 2022 Introducing Modern Authentication (OAuth 2.0) for...

Creating & Using Notes

...select this option if you would like the note to always appear at the top of the correspondence list. Sticky notes will appear in chronological order. Send Email/ Broadcast –...

Searching and Filtering Lists

...where there is no email address. Add [null] in the search box NOT BLANK FIELDS Example: All contacts where there is an email address. Add ‘_‘ in the search box EXCLUSION/ BLANK FIELDS (dropdowns) Example: Exclude all Accounts...

Connect reporting

...to the activity for a follow-up call. From these activities the sales team may create either Opportunities, Appointments or Event bookings to track ROI from the initial email. Close modal...