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Articles tagged "follow-up" returned 119 results.
Page 7 of 12
Create a ‘Cherry Picked’ source
...and then press save: Close modal Alternatively, you can click the New icon on your Sources list and then follow the steps above: Close modal You can also add individual...
Copy/delete a campaign stage
...reason, you need to Delete a campaign stage, simply open the campaign stage in question, click Action and Delete. Info You can also delete a campaign by following the same...
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...
Google Analytics
...google info in links is selected, the following parameters are included in link URL’s: utm_source = gvconnect utm_medium = email utm_content = <campaign type> utm_campaign = <campaign stage name> The...
HTML templates
...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...
How to send an email with Connect
Now that you’ve followed all of the steps of setting up a Campaign, Campaign Stage and Sources and have Run your stage through to Connect, it’s time to send your...
Letter Campaigns
...address, salutation and a variety of user defined contact fields. 1. Set up 2. Create a template 3. Creating and running a letter campaign Setup Letter Campaign To set up...
Touch point automation
...to automatically create follow up activities for team members to make their next steps even easier. You can also use touch point automation to create touch points from alerts. Info...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
Managing Projects
...follow up actions. Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and select Project Activity:...
