Lead nurture

...Then, using marketing automation, you can enhance this process by setting up a workflow that will send your mail shot every hour to any new leads that have been added...

Automated Connect campaign

...set up, click Start Automated Run. You can see what automation settings have been chosen for a campaign stage from the Campaign Stage Overview page: Close modal Stop automated Run...

Follow up Email

...Follow up email to the action taken by an email recipient to an early email in the chain. You can use: The Inbound Connections tab Automations in your Campaign An...

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...

Email Send or Schedule

...when you would like the email to be automated. Close modal Or click on Schedule Automation to to set the timezone, start date and start time for when you would...

Create Data Source

...with an Automated Email then you need to use the Schedule Automation option for the run of the email which will define the frequency that the automation occurs. Live –...

Lead capture

...modules for automated lead capture: Marketing Automation, Lead Management, Touch Points, web tracking, alerting How to set up Lead Capture Step 1 Set up your web tracking touch points in...

Campaigns & Connect

Eventbrite Integration Overview

...focus on other tasks. 4 Key Benefits of our Eventbrite Integration Automation – Eventbrite feeds into your Gold-Visions CRM system to reduce the amount of manual processes. Data and information...

Intro to Lead Management

...them to a Lead Nurture series of emails. Marketing Automation makes this very easy and hassle free. Lead Reporting – View lead progress using Gold-Vision dashboards. Improve lead measurement and...