Search Results
Articles tagged "pre-defined" returned 171 results.
Page 2 of 18
Preparing your data
...Excel workbook Check your data for commas The most common file type imported is a .csv created from Excel. If commas are present in the file, this will prevent the...
Merge Fields
...these pre-defined Merge Fields in your Emails. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need to use your own Merge Fields then...
General Navigation
...phrases that you can assigned to Campaigns, Emails, Generic Emails and Landing Pages to help you find items. Status Statuses are pre-defined and can be used to easily identify the...
Managing Activities
...Create Documents from an Activity Use document templates to send a letter or an email to the Contact for the Activity with pre-defined company details completed by clicking the template...
Template Preview
Template Preview While you are building your template, if you want to check how it is going to look on different devices, then click on the Preview Template icon and...
Design Tools and Functionality
...designer. Show Preview – Use all the preview options for different size displays and Dark Mode preview. Show / Hide Merge Field Previews – Select to show a preview of...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Team Management
...a pre-defined Team list which you can edit or add to as required. Each user belongs to a Primary team but can also have secondary team membership(s). Create a New...
Status
Statuses are pre-defined and can be used to easily identify or locate your Campaigns, Emails and Landing Pages. – Campaign – Planning, Active or Completed. – Emails – Draft,...
