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Articles tagged "filter" returned 71 results.
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Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
Data privacy opt in
...has now Double-Opted-In – this will be updated against the record in Gold-Vision so that you can easily filter these contacts. Close modal Info You may need to screen design...
Preference centre
...on Gold-Vision and can be viewed by filtering the Campaign Type and selecting Subscribed – Yes. Close modal This information can also be screen designed onto your Contact records: Close...
Using Word Mail Merge
...the recipients or you can create a quick campaign and, from the stage, export the valid recipients. Creating a Quick Campaign Filter your contacts, create a quick campaign. Open the...
Welcome new customers
...calendar in Connect. Step 2 Set up your automated Campaign. Create a Campaign Source of your customers by filtering a list in Gold-Vision. Tip Be conscious to create a Source...
Creating A Table
...of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained....
Category Management
Categories can be used to identify records by a common set of words or phrases (where more than one may be relevant). Tip Tip: Categories are useful for filtering and...
Lead Scoring
...specific page on your web site they will accumulate Touch Points. Filter the list data and assign high-scoring leads to sales teams. Connect Create scores based on interactions with your...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Office 365 Contact Synchronisation with Gold Vision
...either synchronized or not via a tick or cross. Tip: You can use the “Synced with Office 365” field to filter your contacts throughout Gold-Vision. Synchronize a single Contact with...
