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Articles tagged "match-key" returned 83 results.
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Importing your data
...Select a match key (see Tips) Close modal The import tool will validate the data and display any errors such as columns not mapped. See tips Close modal Enter a...
Role Management
...you like to a Contact, including combinations of the two. Please note the roles assigned to the Contact need to match with the roles assigned to the Pages and/or Sub-lists...
Configuring the Eventbrite Integration
...the Booking Contact will be added four times as an Attendee. Unknown Attendee Account Creation New Attendees will be linked to the relevant Gold-Vision Account by first matching their email...
Touch Point Rules
...Lead Import box. If the Touch Point is not matched to a Gold-Vision record then it will automatically create a Lead in a list of your choice. In this example...
What’s New in Gold-Vision 8
...options to pin key lists to for individual or team use. Customise based on your role or business needs. New global search function helping you to find what you’re looking...
Lead Forensics Integration Overview
...Powerful insights The integration with Lead Forensics automatically matches website visit activity to existing leads and accounts inside Gold-Vision, giving you the power to quickly identify the businesses that visit...
Microsoft Outlook Integration Overview
...internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account. Close modal 3 Key Benefits of our...
Configuring Loqate Address Lookup
...Edit Mode by clicking the pencil icon Paste or type the following into key into the Address Lookup Details field… ACCOUNT=(account number),LICENCE=(licence key) For example: ACCOUNT=TESTA11111,LICENCE=AA11-BB22-CC33-DD44 Click Save Close modal...
What Is GDPR? Including Best Practice
...as we all navigate the necessary changes and enhancements to our processes and business practices in preparation for the enforcement date. This initial guide lays out key information about GDPR,...
Using LiveChat Integration
Introduction When a new Livechat is started Gold-Vision will try to match the visitors’ email address with email addresses in Gold-Vision. If a match is found the integration will display...
