Workspace Information

Here you can find information about your Gold-Vision Marketing licence details. Close modal Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more...

General

...‘show all brands on contact preferences’ option controls whether all brands from Marketing are shown in the Marketing Preferences screen section against your Contacts in Gold-Vision CRM.   Close modal...

Automated Email

In Gold-Vision Marketing you can create Automated Email which can be sent after an email recipient has engaged with an earlier email, perhaps by opening the email. From the Emails...

Campaigns & Connect

Product News

Product Updates Introducing the all-new Gold-Vision Marketing Explore Gold-Vision Marketing in its entirety, from initial research through to development and product features – this blog has everything you need to...

Capture, Manage & Nurture Exhibition Leads

...Gold-Vision’s Marketing Automation, you may set this up to send an Email every 30 minutes to leads captured. To setup your campaign in advance, create a Campaign from your Lead...

Creating An Opportunity

...find out how to setup multi currency in Gold-Vision   Source This shows where the sale has come from e.g. Exhibition, Marketing, Organic Enquiry etc. Source options can be changed...

Intro to Lead Management

...them to a Lead Nurture series of emails. Marketing Automation makes this very easy and hassle free. Lead Reporting – View lead progress using Gold-Vision dashboards. Improve lead measurement and...

Categorise Your Data

...filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment your data for marketing purposes....

Create a ‘Cherry Picked’ source

You can approach developing a ‘Cherry Picked’ source in a few different ways. First, you could create an empty Source from the New item list, fill in the relevant fields,...