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Articles tagged "campaigns" returned 56 results.
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Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Using Account records
...Categories can be recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. ...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
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,...
Email marketing introduction
...mail shot via Connect See all click-through information, responses and unsubscribes in Gold-Vision Take a look at the related articles below to learn more about creating and sending email campaigns....
Managing data privacy
...on a repeated schedule which might be the same time each day, or even hourly. Ensure that the New Recipients Only box is ticked. Close modal Info Gold-Vision Campaigns allow...
Managing unsubscribes
...Preference – Email has been unticked. This will make them an invalid recipient in future email campaigns. Close modal A note will also be added to the contact record: Close...
Welcome new customers
...to set up your Welcome Campaign. Info Requirements: Marketing Automation, Campaigns, Gold-Vision Connect Step 1 Create and start your automated email templates for the welcome email, contact details and event...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
