Search Results
Articles tagged "connect" returned 70 results.
Page 6 of 7
Capture, Manage & Nurture Exhibition Leads
...using the Gold-Vision import tool. For instance you may have captured leads during an exhibition via a scanner. 5. Send Email Campaign Follow Up Use Gold-Vision Connect to setup a...
SMS Integration Overview
Close modal Connect SMS to Gold-Vision CRM Automate customer communications with SMS messages triggered directly from your CRM activities and opportunities. Use SMS to engage audiences, accelerate sales and drive...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Adding & Viewing Engagement Scores
...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...
Overview (web, email, social)
...record website visits as well as single pages/bounces. Email Touch Points Email touch points will display data captured through Gold-Vision Connect. Touch points will be recorded when someone clicks a...
Introducing Gold-Vision Fuse: One engine. Endless integrations.
Tired of clunky, time-consuming CRM integrations? Meet Fuse, Gold-Vision’s powerful new integration engine that makes connecting your CRM to the tools you already use faster and easier than ever. Join...
User Mail Tracking Setup with Basic Authentication
...mail tracking settings records will have to be updated accordingly to ensure mail tracking is working as expected. Testing the Connection to the Mailbox To confirm the details are correct...
How to Set up the App Password for Google / Gmail Accounts
Gmail accounts will require 2-Step Verification (2SV) set up and an App Password generated in order for the Mail Tracker to successfully connect with a Gmail mailbox. Google Account Setup...
Review invalid recipients
...click on the invalid number under whichever area you are looking to update, eg. Email addresses for Connect campaigns or mobile phone numbers for SMS campaigns. This will open a...
Creating the client using IdentityModel
...var disco = await client.GetDiscoveryDocumentAsync("https://uk.gold-vision.me/connect/token"); if (disco.IsError) { Console.WriteLine(disco.Error); return; } Next you can use the information from the discovery document to request a token to access goldvisionapi: // request...