Create Data Source

...source is to include or exclude the records from your Email. Close modal You can also allocate this data source to a pre-existing folder at this point if you wish....

Homepage

...Integrations LiveChat Microsoft SharePoint Microsoft Outlook Adobe Sign Xero Eventbrite Integration Scroll carousel left Scroll carousel right View all integrations Not sure what to do? Our support team is ready...

Portal Management

...Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. Tip Data Endpoints are used for Web Form Integrations to...

Landing Page Templates

...or create them as you go. Info See Folders or Tags for more information on how to use them with your templates. Choose a starting point for your Landing Page...

Email Templates

...Choose a starting point for your Email template. You can use either a blank or a predefined layout, or click on the Themes option to choose from a selection of...

Profile

Preparing your Lead Data

...you need to import more Leads to the Lead List or update import as you will need a match key . If you think that you might at some point...

Gold-Vision Technical Requirements

...applications are installed on the same servers e.g. Sharepoint. To find our more about the technical requirements for on-premise installation please click below: On-Premise Installation requirements Key Requirements & Browser...

Account Portal Management

...main navigation. Data Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. To add a Menu Page   Close...

Preparing your data

...you. This web clip shows you the key points to follow Prepare your data Close modal The first row is a header row that describes the data contained in each...