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Articles tagged "Data Management" returned 240 results.
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Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Add Widgets to a Home Page Dashboard
...Widget. Close modal You can now select the Data Source i.e. which list you want to create your widget from (see below) Add filters if required Select the type –...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
Introduction to Gold-Vision Portal
Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...
Merge Fields
...a default value which will display if no value is provided from your data source and save. Info Visit Email Merge Fields for more information on how to use...
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...
Email Automation
...either add that recipient to a new data source – perhaps to include them in another Campaign or Email – or to send them a follow-up email. If you have...
Emails Overview
...a particular data source that you have defined. The Follow up Email option is used to create an email hierarchy where emails can be linked together by the recipient’s action...
