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Articles tagged "mail_merge" returned 180 results.

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Data Sources Overview

...also trigger the send of an Automated Email.   Info Find out more about using Automated Email. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate....

Managing unsubscribes

...Preference – Email has been unticked. This will make them an invalid recipient in future email campaigns. Close modal A note will also be added to the contact record: Close...

Outlook Plugin

The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...

Touch Point Rules

...way as above. You can select the Action Type that you would like to track Clicked a link Forwarded a mail Replied to a mail Opened a mail Social Touch...

User Configuration

...the new user and confirm the subscription changes. The name and email address of the new user If they require a Professional or Essentials licence What team the new user...

Microsoft Outlook Integration Overview

...or Contacts, whenever and wherever.   Outlook Integration for Gold-Vision CRM Whether you use Outlook, Office 365, or Exchange (or a mix of the three), mail server integration guarantees email...

SMTP Settings

...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...

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...

Personalise emails with data tags

...data tag in your email template, double click in the space within a text block where you would like to insert the data. Select Data Tags and select the option...

Import types

...fields in either object Account name or reference (plus postcode if required) + contact names or email address. If not all rows have contact data, use a separate account and...