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Articles tagged "campaign" returned 115 results.

Page 5 of 12

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...

Generic Element

...main Elements list, or the Elements list in your Campaign. Or see when your Generic Element occurs in your Campaign relative to your other Campaign elements using the Timeline view....

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...

Create a Delegate List

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...

Create a ‘Cherry Picked’ source

...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...

Add to an existing source

...Campaign, then Existing Source. Now, select the source that you want to add your list to and click OK. Close modal Once the list has been added to an existing...