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Articles tagged "follow-up_rule" returned 139 results.

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Welcome new customers

...as your Media type, add your rules (this time we delay the final Stage by 7 days) and a follow-up action, setting up the kind of activity you would like...

Facebook Integration Overview

...by setting up Facebook rules within Gold-Vision. For example, Gold-Vision can be set to automatically create new leads for any followers interacting with your page or posts on Facebook who...

Duplicate Scoring

...Duplicate Score – The maximum score of all the rules which have returned duplicates Duplicate Count – The number of Contact records of which the item is a duplicate. This...

Follow up Email

...earlier saved email to which to link this follow up email. Close modal Once you have done so you move to the Automation tab to add further Follow Up emails...

Delay sending follow up

You can use the Delay Sending rule in a follow-up stage to delay when the next Stage is sent Example using Gold-Vision Connect You want to send a second email...

Monitor And Manage Privacy Data

The Privacy Dashboard will help you as an Administrator to manage Privacy Rules and Actions. Close modal Subject Access Requests Individuals have the right to access their personal data and...

Managing data privacy

...example, you may wish to create a follow-up campaign which runs at the end of the day to automatically create a follow-up activity for the Account manager to call anyone...

Campaign Introduction

...for use with a third party. Powerful follow-up rules help the multiple stages suit your campaign strategy. For example, a follow-up could be based on a positive response to a...

Gold-Vision 8 Upgrade Planning

...if you use any of the following, you may wish to delay your upgrade until later in the year. Gold-Vision functionality Legacy Campaigns Please speak to your Account Manager if...

How to create a follow up stage

A guide on how to create a follow-up stage to a campaign in Gold-Vision 8...