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Articles tagged "template" returned 79 results.
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Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Personalise emails with data tags
Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...
Using the Adobe Sign Integration
...it’s sent 1. Click the Word icon against the required Gold-Vision item. Close modal 2. Select the document template then choose Output as eSign Document. Close modal 3. Add the...
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...
Viewing and Uploading Documents
View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed Close modal View Documents Against Records...
Data privacy opt in
...template that will request opt-in for future mailings: Close modal When a recipient clicks on the link within the email, they will see the following screen: Close modal The recipient...
Delay sending follow up
...you delay the second email by 2 days. Close modal Run the Stage and select Automated Run. Choose the timing, your Connect Automated Template and Start Automated Run. Recipients who...
Email marketing introduction
...to Connect Design your email in Connect using the drag and drop editor, or upload an HTML template designed by an agency Send your mail shot via Connect See all...
Managing data privacy
...Step 3 Create an automated template in Gold-Vision Connect to manage automated privacy notifications and send them at the required schedule. Close modal Step 4 Create a follow-up stage...
Marketing automation introduction
...the last run date, the start date of the campaign run, the template name and what type of mailshot it is. Furthermore, you can pause an automated campaign run rather...
