How to use the legacy drag & drop design tool

Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...

Using stock templates in Connect

Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...

Create a follow up stage

Once a Stage has been Run you may wish to create a Follow-Up Stage. Creating a Follow-up Stage To do this, click on Add follow-up stage and fill in all...

Data privacy opt in

Planning how you manage your opt-ins is an important process, especially since the introduction of legislation like GDPR, PIPEDA and CCPA. However, it doesn’t need to be difficult. Opt-In Through...

HTML templates

How to open the HTML template editor For those who would rather use the HTML editor to create templates, simply click + New and then HTML Editor. This will then...

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...

How to create a drag & drop template

If you have chosen to create a new mail shot template from scratch, or just want to make changes to an existing template, the Connect Drag & Drop editor makes...

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