Introduction to Gold-Vision Portal

Who is it aimed at? Anyone looking to improve customer experience via a Portal to display key data to customers using your Gold-Vision CRM. What does it cover? An introduction...

Marketing

Merge Fields

...a default value which will display if no value is provided from your data source and save.   Info Visit Email Merge Fields for more information on how to use...

Landing Page Forms

Landing pages can contain forms, the data from which will feed back into as a lead into a Gold-Vision Lead List. In the Design tab, Edit your Template and drag...

Email Automation

...either add that recipient to a new data source – perhaps to include them in another Campaign or Email – or to send them a follow-up email. If you have...

Emails Overview

...a particular data source that you have defined. The Follow up Email option is used to create an email hierarchy where emails can be linked together by the recipient’s action...

From prospect to customer: Effective lead nurturing through email

...distribution: How to segment your data, and how to use marketing automation to run a successful campaign Edit, analyse, repeat: Reviewing the performance of your nurture campaigns to improve them...

Contact Activities

...account manager follow-up to recording buyer intent. How to automate contact activities from Gold-Vision Marketing Once you have created your email template and applied your Data Source to the Recipients...

Mail Tracking & Calendar Troubleshooting

...Scanned Date” field data Azure Registered Application Client Secret During the setup of mail tracking on Gold-Vision, it is necessary to configure the Azure Registered Application Client Secret Key on...

Email replies in Connect

...continued safety of your data and communications. We appreciate your understanding as we continue to enhance our platform’s security. If you have any queries on this, please get in touch...