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Articles tagged "follow-up_stage" returned 138 results.
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Add/exclude recipients to a stage
Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list...
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...
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...
Creating a Project
...Screen Design. Here you can define the statuses or stages of the projects you are running as an organisation and you can translate these in the Project Status / Stage....
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...
Automated Connect campaign
...and set up a Connect Campaign with a Connect Stage. Then, run your stage and choose Automated Run. Automated Run Setup Completed as required Close modal Run – would you...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
How to send an email with Connect
Now that you’ve followed all of the steps of setting up a Campaign, Campaign Stage and Sources and have Run your stage through to Connect, it’s time to send your...
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...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
