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Articles tagged "email_template" returned 222 results.
Page 5 of 23
Personalise emails with data tags
Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...
Managing Opportunities
...Document templates can be created against Opportunities records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template...
Managing Quotes
...link to the Account, select the Relationship then click Add. Close modal Creating document templates from a Quote Document templates can be created from a Quote record using the Word...
Configuring DocuSign Integration
...code based on the Address Preference field. Close modal Create eSign Document template Setup a Gold-Vision template which may contain Gold-Vision “tags”, which are substituted with the corresponding item data...
Email marketing introduction
Connect is Gold-Vision’s integrated email marketing module, offering all the benefits of a professional high-volume email marketing application without the headaches of managing an extra database. Close modal Info To...
Configuring the Adobe Sign Integration
...from almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name...
Managing Activities
...Create Documents from an Activity Use document templates to send a letter or an email to the Contact for the Activity with pre-defined company details completed by clicking the template...
General Navigation
...to add Tags to Generic Emails. Folder and Tag fields are optional and can be set when creating templates, new emails, landing pages, campaigns or generic elements. Creating a new...
Email Merge Fields
...fly as you send your Emails. Double click on text in your email to see the text properties. Close modal Click on Merge Field. Start typing to search for your...
Mail Tracking Settings
...not tracked. When matching expression mask – If the email subject matches the regular expression below, the email will be tracked. Always – internal emails are always scanned. Tip: Internal...
