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Articles tagged "email" returned 194 results.

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Correspondence

The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...

Merge Fields

Many CRM fields can be used as Merge fields in emails to personalise the content. You want to refer to the order date that a customer bought a specific product...

Automations

...the ellipsis icon of any Email element to add a Follow up email.   Info See Follow up Email to find out more about adding automation actions to your emails....

Using the Adobe Sign Integration

...the email from Adobe Sign 6. Add any comments 7. Click Generate Document 8. Your document will then be sent to your recipients by Adobe and the file will be...

Capture, Manage & Nurture Exhibition Leads

...template Email to send an email to each of the leads which you have captured, either at the end of the Exhibition or at regular intervals during. If you have...

Managing Activities

...Activity to another Gold-Vision item from the link button Close modal Email from an Activity Email the Contact by clicking on the Activity Contact’s email address Creating new items from...

Campaign Introduction

...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...

Google Analytics

Using Google Analytics in Connect To enhance measurement of website traffic, Connect has the option to automatically include Google Analytics URL parameters in all links in an email. This can...

How to use follow up rules

...send an email to all those recipients who clicked a link within the email: Close modal In another scenario, you can use Rules to send another email to all recipients...

Managing data privacy

...with a second email to the contact requesting they update their contact preferences.   Close modal When the contact updates their preferences this data will link straight back to their...