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Articles tagged "options" returned 115 results.
Page 5 of 12
Using Secure Notes
...the ‘Secure Note’ button. Close modal You will now be prompted to select the visibility options for this note. Click the dropdowns for either user or team to choose the...
Getting Started
...click on the tile that says contacts and the list will open. Close modal Correspondence Within a record you will also have a number of options for quick communication. For...
Email Templates
...Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. New Template Create a new template using the New Template button...
Landing Page Templates
...to use the Search, Folder and Tag options on this list. New Template Create a new template using the New Template button or the option in the list. Close modal...
Brand Settings
...can reduce your unsubscribe rates by giving recipients more choice in how they hear from you. For example, you could give your recipients options to stay subscribed to their account...
Campaign Settings
Access your Campaign Settings using the cog wheel at the right-hand side of the display. Close modal Here you can access the options that you setup for your Campaign when...
Create Data Source
...Read more about the Send or Schedule options of Automated Email. You can choose whether to use the Record contact and which Email field to use from that record, or...
Search, Sort & View
Campaigns, Elements, Emails and Landing Pages share searching and sorting functionality. At the top of the list you can use these options to find what you are looking for. Search...
Automated Email
...Static or Live Data source will impact how your Marketing Automation will run and determine which of the Send or Schedule options that you will require. Set up any further...
Using the Xero Integration
...manage Quotes in Gold-Vision. Close modal Info You may need to refresh the page before it appears. Live product picker There are 2 options on how to add Live Products...
