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Articles tagged "The Basics" returned 386 results.

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Loqate Email Validation Integration Overview

...email deliverability, Improve your sender reputation and maximise your marketing efforts. More than syntax checks The email validation goes beyond simple checking for an @ symbol; it checks the email...

Google Analytics

...google info in links is selected, the following parameters are included in link URL’s: utm_source = gvconnect utm_medium = email utm_content = <campaign type> utm_campaign = <campaign stage name> The...

Facebook Integration Overview

...which actions are the most important for your business (be it likes, posts or mentions), then set up a rule in your CRM and score it. It’s that simple! Understand...

Images

To upload an image, drag and drop the Image block into your template. The block will then let you access your Asset library where you can upload new images, or...

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...

How to Set up the Portal

Guide on how to set up your Gold-Vision Portal...

Event Marketing

...booked on to your Events. Using the Campaign functionality in an Event you can chose who to email. Create an Event Campaign From the Actions menu in an Event or...

Event Overview

...booked on to your Events. Using the Campaign functionality in an Event you can chose who to email. Create an Event Campaign From the Actions menu in an Event or...

Sage 50 Integration Overview

Close modal   With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...

How To Use Reference Numbering

...defines how the automatic reference is formatted. Close modal Tip Tip: A list of Tags are available within the Reference Number Settings area. For example: Adding a reference number to...