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Articles tagged "Marketing" returned 111 results.
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How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
Automated Connect campaign
Create an Automated Connect Campaign Setting up a new Automated Connect Campaign always involves these steps: 1. Create one or more Automated Templates in Connect 2. Start the Mail Shot...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Create a new campaign
To create a new Campaign: Open the New menu and click Campaign. Name your campaign, give it an owner and fill in all the relevant fields that you need. Please...
Touch Point Rules
...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...
What Is GDPR? Including Best Practice
...For example, pre-ticked boxes cannot be used as a basis of consent. Consent for marketing calls, messages, website cookies or other online tracking methods is detailed in the current Privacy...
Configure Alerts Introduction
...(Note – this is only available to Marketing Automation) Note Alert – when a Note is added or edited by a user In addition to this, there are also Note...
Introduction to Importing Leads
...marketing and lead generation purposes. However, this data may not be in a state of accuracy, structure or completion where it can simply be loaded into the full CRM environment...
Touch Point Alert
...can follow up swiftly. Note – this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source...
