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Articles tagged "mail_merge" returned 180 results.
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Managing Duplicate Data
...And Contacts Duplicate Accounts and Contacts can be merged in the Settings area For more information please click here. Info You will need to be an Admin to complete this...
Single Sign On
...confirmation code from your app Click Verify Enable Via Email Visit https://uk.gold-vision.me Log in Click My Details Click Two Factor Auth Click Enable Email Screen will confirm email auth successfully...
Automatic Email to confirm a call has been logged
Close modal Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile...
Email Templates For Alerting
Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...
Google Analytics Integration Overview
...and what’s not – in your email campaigns using our free integration for Connect (Gold-Vision’s integrated email marketing tool). Connect has its own in-built analytics, but with the Google Analytics...
Connect Email Design Tool Changes 2023
...designer to create email templates. Users will be able to edit and update templates created in the legacy design tool. Campaigns created in CRM can include a mixture of both...
Email Templates
Use the Email Templates tab to view or add templates of your favourite and common email layouts to your Brand to be used in your emails and campaigns. Close modal...
Creating Accounts & Contacts
...only be accessed by the selected Account Manager and Gold-Vision Administrators. Email Domains Enter email domain(s) for the Account, e.g. gold-vision.com (after the ‘@’ symbol). Any email containing this email...
Email Recipients
...a list view. Here you will see those that are Valid or Invalid for email and can individually select if a recipient is included or excluded from receiving the mailer....
Email receipt Alert
...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...
