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Articles tagged "email" returned 194 results.
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Email Recipients
Click on the Add Recipients button, to include the recipients who will receive this email. Close modal Click on the Add Data Source button and this will open all data...
Email Icons
In the top right hand corner you can access icons to Preview the email, create New Task, Save and Exit without saving. Close modal Info Visit Tasks Overview for...
Mail Tracking
How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address – emails to and...
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...
Mail Tracking & Calendar Troubleshooting
...Emails will automatically track against an Account or Contact record if: The email domain field against the account has the relevant customer email domain. – Go to the specific account...
Using Contact records
...or clicking on the contact’s email address: When clicking the email option users can choose to whom to send the email and add the body of the email then send...
Mail Tracking Settings
...not tracked. When matching expression mask – If the email subject matches the regular expression below, the email will be tracked. Always – internal emails are always scanned. Tip: Internal...
Welcome new customers
...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...
Brand Settings
...to specify the sender name, email address and reply-to address for your Emails. Domain Settings Create further subdomains for your Brand. Email Custom Domains Setup your own custom domain from...
