Campaign activities

To keep an eye on the performance and progress of your campaign, you can use Campaign Activities that are created when a Campaign is run. You can view the progress...

Campaign overview

  From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...

Create a campaign source

Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...

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...

Create a new campaign

To create a new Campaign: Open the New menu and click Campaign. Name your campaign, give it an owner and fill in all the relevant fields that you need. Please...

Letter Campaigns

Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...

Touch point automation

Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...

Using Touch Points

Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...

Events

What Is GDPR? Including Best Practice

...For example, pre-ticked boxes cannot be used as a basis of consent. Consent for marketing calls, messages, website cookies or other online tracking methods is detailed in the current Privacy...