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Articles tagged "data_privacy" returned 187 results.
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Downloading the Data Import Tool
...the Data Import tool. Download the Data Import Tool Go to Settings (Gear icon) → Lead Management Settings → click the ‘ Data Import Tool’ link to download. This short...
Personalise emails with data tags
...data tag in your email template, double click in the space within a text block where you would like to insert the data. Select Data Tags and select the option...
Using your Sage 50 Integration
...data in Gold-Vision Financial information is pushed into Gold-Vision from SAGE in the following formats: Sage Customer data is pushed into Gold-Vision Account fields Sage transaction data, such as invoices...
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...
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...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Setting up a service account for Office 365 & Exchange
...on the local server to login to users’ mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this rule can be configured separately:...
User Mail Tracking Setup with Basic Authentication
...object. Gold-Vision will track any email within a user’s mailbox where a matching contact email address or account ‘Email Domain’ is found in the system. Settings for privacy and exclusions...
Product News
...including enhancements to the Action Centre – Recent Events, email tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more. September 2022 Introducing Modern Authentication (OAuth 2.0)...
Web Form Integration
...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...
