Email receipt Alert

...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...

Configuring Modern Authentication for Gmail

Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...

Email Element

To create an Email Element, click on Elements and click on the + New button and then choose New Email. Close modal Info See Emails Overview for more information on...

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...

Gmail Integration

Loqate Email Validation

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...

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...

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...

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...