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Articles tagged "Data Management" returned 240 results.
Page 21 of 24
Managing unsubscribes
Viewing Unsubscribers in Gold-Vision If a contact unsubscribes from a Gold-Vision Connect mail shot, then their Contact record will be automatically updated. You will notice on their contact record that...
Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
Power searching
...SEARCHES Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ or if you are searching for post code BB1 but don’t want BB10...
Standard Reporting
Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your...
Screen Designer
...The Screen Designer is drag and drop, all fields and sections can be easily moved to different places. Adding Field Groups Field groups can be used to segment data on...
Filtering Sublists
...and can be a helpful representation of Data. Close modal Close modal The above image shows the efficiency of using sublists to assist navigating around Gold-Vision using the Opportunity as...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Mail Tracking & Calendar Troubleshooting
...record Read the “Last Scanned Date” field data Migration Issues If you have migrated your email services recently and have not updated your Gold-Vision settings accordingly then this could be...
