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Articles tagged "campaign" returned 91 results.

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Gold-Vision 8 Upgrade Planning

...campaign source or campaign recipients to a csv file from the Campaign and use this information to create a campaign with Outlook using mail merge. Info Mobile and tablet access...

Managing data privacy

...Campaign Source which includes all contacts and add this to the first campaign stage. Step 2 Run your stage using an Automated Run. The mail shot is scheduled to send...

Add/exclude recipients to a stage

Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list...

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...

Using Contact records

...at contact level from the Action Menu Close modal Add Contact to Campaign Source Contacts can be manually added to a Campaign source by clicking Actions then selecting Add to...

Connect Email Design Tool Changes 2023

...designer to create email templates. Users will be able to edit and update templates created in the legacy design tool. Campaigns created in CRM can include a mixture of both...

Emails Overview

...assign this email element to a pre-created Campaigns. Info Visit Campaign Overview for more information about Campaigns. Assign to Folder – Add to an existing or create a new Folder....

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...

Lead nurture

...set up your Automated Campaign. First, go into your lead list and create a campaign source. As leads are added to the list during the event your campaign source will...

Create Event Sessions

Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...