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Articles tagged "mail_merge" returned 180 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...
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...
Automated Connect campaign
...in Connect 3. Set up the automated Campaign in Gold-Vision 4. Run the Stage in Gold-Vision Create Automated Mail Shot Creating an automated mail shot in Gold-Vision Connect is easy:...
Welcome new customers
...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...
Calendar Settings for Gmail
...account created previously in the Primary Email field. 5. Input the users email address for the mailbox into the username field. 6. Input the password of the Service Account into...
Adobe Sign Integration Overview
...managing key documents becomes seamless. Key benefits include: Save time – Shorten your Sales and onboarding cycle. Create your Adobe sign document within Gold-Vision. Use mail merged fields to automatically...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Mail Tracking Settings for Office 365
2. Select Actions→ Calendar Settings. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication method to ‘OAuth’ 5. Select ‘New...
Creating A Document
...document’s content will be sent as the body of the email to either the item’s contact or a specific email address. Close modal Attach to an Email When the Attach...
Setting up a service account for Office 365 & Exchange
...User Mail Tracking Setup. This guide covers the different requirements for Office 365, Exchange 2013 to 2019 and Exchange 2007-2010. For any other email systems, please contact your Account Manager...
