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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.

Page 23 of 42

Landing Page Forms

Landing pages can contain forms, the data from which will feed back into as a lead into a Gold-Vision Lead List. In the Design tab, Edit your Template and drag...

Adding & Viewing Engagement Scores

...to add and view Engagement Scores. Info When using Gold-Vision Marketing engagement scores are automatically updated from Email & Link actions. Close modal Note Once a Score has been set...

Advanced Templates

...line within a table as shown above, borders can then be hidden from the table Template Tags for other Gold-Vision records If you would like to pull information from other...

Emails Overview

Emails in Gold-Vision Marketing can form part of a campaign, or they can be a standalone single mailshot to a list of recipients. From your Gold-Vision Marketing homepage, click the...

Viewing & Editing Lists

...the Gold-Vision Record. This will open the item and the list will be kept on the left hand side, from this screen users can : View Edit or add actions...

Configuring Sites

Sites are individual records in Gold-Vision which can be screen designed as per specific business requirements. The Sites functionality is available as standard for all users. Screen Design Site Record...

Creating Appointments

...list. Gold-Vision Reminder Alert If you select a reminder option then all users who have not declined the appointment will receive a Gold-Vision alert at the selected time before the...

Data Import Tips

...and retry the import Viewing the data in Gold-Vision To manage and view your imported Data into Gold-Vision use the Import Source field to filter on. You can bulk replace...

Importing your Leads

Files can be imported into Lead Management in separated text formats such as CSV or tab delimited. Lead imports are performed in a similar way to standard Gold-Vision imports. Leads...

Configure Dynamics NAV Integration

...actions in Gold-Vision. Close modal Edit Mappings In order to sync field data between Gold-Vision and Dynamics NAV select edit mappings Close modal Edit Alerts Alerts are created so you...