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Articles tagged "Design" returned 138 results.
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Using Sites
...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...
Viewing and Uploading Documents
...added by an Administrator user via Screen Design Upload Documents Users can upload documents against Gold-Vision records which can be viewed and downloaded by other users. Go to the documents...
Campaign Introduction
Marketing Campaigns can be designed with multiple stages for various media types and as complex or simple as your requirements need. The Campaigns functionality can be used from both standard...
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...
Preference centre
...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Using Privacy Actions in Gold Vision GDPR
...be logged either for a Lead or a Contact. Info In Screen Designer, available in the Settings area, fields can be marked as either Personal or Sensitive and exported as...
Configuring DocuSign Integration
...you have logged in with your DocuSign Account you will be able to view the authentication in the Social authentication list Close modal Screen design Once authentication has been completed,...
Enabling 365 Contact Synchronisation
...365” field on the Contacts List Design so that users can view the column. To do this go to Settings > List Designer Close modal Select the Contacts List, click...
Introduction to Marketing
Who is it aimed at? Gold-Vision Marketing users. What does it cover? This webinar has been designed to provide an ‘Introduction for Marketing Users’. We will explain how to create...
