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Articles tagged "contact_sync" returned 207 results.
Page 5 of 21
Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Using Privacy Actions in Gold Vision GDPR
...been added for Gold-Vision Marketing. Info If a Contact record is deleted from within the Contact record it can be reinstated in the Admin area. However, data erased in this...
Using DocuSign Integration
...for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number How to use two-factor authentication When sending your document for signature via the integration: Enable two-factor authentication option...
Configuring the Eventbrite Integration
...Attendee is added to the Booking. Repeat Booking Contact – the Booking Contact is added for each Anonymous Attendee. So if there are four Anonymous Attendees in an Eventbrite order,...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
Advanced Templates
...Activity = OPA_ID Gold – Object name e.g. Account = ACCOUNT Contact = CONTACT Project = PROJECT Opportunity = OPPORTUNITY Quote = QUOTE Account Activity = ACCOUNTACTIVITY Contact Activity...
LiveChat Integration Overview
...a customer or a new contact person. Create new items from chats Turn your chats into new leads or contacts and grow your database. Support agents can create a new...
Using the Eventbrite Integration
...this Booking, i.e. when one person booked tickets for multiple people. Re-assigning Contacts Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking –...
