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Articles tagged "sources" returned 37 results.

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Automated Email

...more about the differences between Static and Live Data Sources. If your chosen Data Source was Live then you can select the Set automation actions button. When contact is added...

Homepage

Gold-Vision CRM Get started with CRM with this simple guide. Gold-Vision Marketing All the help you need to create your first campaign with Gold-Vision Marketing. Resources Find upcoming webinars, product...

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...

Gold-Vision On-Premise Technical Requirements

...Disaster Recovery Ensure appropriate resources are available off-site in line with the company Disaster Recovery plan File API Document Storage Please follow the below recommendations if you require to capture...

Google Analytics Integration Overview

...compare results and conversions from email campaigns to those from your other digital marketing sources. Close modal 3 Key Benefits of our Google Analytics Connect Integration Reporting – Gold-Vision’s Google...

Using Lead Forensics Data

...list in Gold-Vision is designed to collate data from multiple sources in a single view so that rules, scoring and follow up actions can be created. Links to the Touch...

What Is GDPR? Including Best Practice

...including links to useful resources to assist you in preparing your organisation for compliance. Info Please note: whilst we will support you by presenting the key concepts within GDPR, this...

Lead nurture

...links to resources that they may find useful. As soon as you start the automated email template in Connect, it is ready to send. Close modal Step 3 Now to...

How to send an email with Connect

Now that you’ve followed all of the steps of setting up a Campaign, Campaign Stage and Sources and have Run your stage through to Connect, it’s time to send your...

Create a new campaign

...click Save. Close modal Once your campaign is set up, you will need to create your Campaign Stages (including any Follow-up Stages/Rules), Add/Exclude your sources, and then Run your stage....