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Articles tagged "single-sign-on" returned 178 results.
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New Campaign
...assign teams and users who will be working on the Campaign. Click to Create. Info See Folders or Tags for more information on how to use them with your Campaigns....
Landing Page Forms
...change the field Label, set the Field Type, enter a Placeholder and set Mandatory, and Read only options. Close modal Once you close your design a new Forms option is...
Building your Template
...upon your subscription to Gold-Vision Marketing, you may have setup Merge Fields to use within your brand(s). Close modal Info See Merge Fields in the Brand section for more information...
Standardise documentation
...Adobe Sign Generate your Proposal/ Quote documents in Gold-Vision then send them to your click via Adobe Sign for online signature. Visit our Adobe Sign Page to find out more...
Using Sites
Assign a Site to Gold-Vision records Sites can be assigned to different Gold-Vision Records. As default Gold-Vision will assign the Primary Site to all new records. Users can then choose...
Touch Points introduction
...reach out to them at just the right moment. Close modal Historical Touch Point Reporting Your Gold-Vision Administrator can add a section to your screen design for either an Account...
Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
Automated Connect campaign
...in Connect 3. Set up the automated Campaign in Gold-Vision 4. Run the Stage in Gold-Vision Create Automated Mail Shot Creating an automated mail shot in Gold-Vision Connect is easy:...
HTML templates
...see a visual of your template, and save. Close modal To preview what your HTML template will look like once sent, you can either click on the Preview Template icon...
Linking Purchased Units
...select Log Time/Unit: Close modal Log Unit From the Time Section Find the Time Section the Gold-Vision record and click on the Log Time option: Close modal The Log Time...
