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Articles tagged "custom" returned 102 results.
Page 5 of 11
Run and re run a stage
...helpful when you want an email to send only to new customers rather than sending the same email to all of your customers multiple times Refresh recipients before sending: this...
Note Alerts
...you that whenever a note your account has been added. Example 3 if you utilize contact activities for your customer support process, you can keep your customer service team...
Book a Webinar
...customers can participate, therefore a standard Gold-Vision set up will be used, which may be different to your specific Gold-Vision configuration. Gold-Vision Webinars are free of charge to Gold-Vision customers....
Using the Exchequer Integration
Send a Gold-Vision Account to Exchequer You can define the trigger by which an account can be sent to Exchequer as a Customer or Supplier. It could be driven by...
Configuring the Lead Forensics Integration
...retrieve your customer key from within Gold-Vision license settings, you must be a system administrator to see this page: Close modal 2. You will then need to send your customer...
Google Analytics Integration Overview
...append Google tracking information to your links. Reap the rewards Monitor the success of your email campaigns and learn more about what your customers and prospects want. You can also...
Personalise your CX with Gold-Vision
Who is it aimed at? Anyone who is looking to improve and excel the customer experience their business provides. What does it cover? Hints and tips on how Gold-Vision can...
Merge Fields
Many CRM fields can be used as Merge fields in emails to personalise the content. You want to refer to the order date that a customer bought a specific product...
Brand Settings
...to specify the sender name, email address and reply-to address for your Emails. Domain Settings Create further subdomains for your Brand. Email Custom Domains Setup your own custom domain from...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
