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Articles tagged "marketing" returned 111 results.
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Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Campaign activities
To keep an eye on the performance and progress of your campaign, you can use Campaign Activities that are created when a Campaign is run. You can view the progress...
Campaign overview
From your Campaign Overview, you can easily view: Won/Lost/Open Value Profit Activities Appointments Opportunities Bookings and their progress Close modal Campaign Stage Status You can also get a snapshot...
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
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...
Delay sending follow up
You can use the Delay Sending rule in a follow-up stage to delay when the next Stage is sent Example using Gold-Vision Connect You want to send a second email...