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Run and re run a stage

Run a Stage There are two ways to run your campaign stage From the Campaign In campaign view, click the play button:

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 the relevant fields that you require. Please note that all mandatory fields are highlighted in red. Once complete, click Save.

Create a campaign stage

Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone, Letter), and you can choose your Recipient Source for each Stage. Creating a Campaign Stage When you’re in a campaign, click the plus sign and select Campaign stage.

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.

Copy/delete a campaign stage

Copy Campaign Stage Copying a Campaign Stage is great if you want to save yourself some time and get more accurate insights on month by month stats for things like monthly newsletters. To copy a campaign stage, open the stage that you would like to copy, then click Action and Copy Stage

Add/exclude recipients to a stage

Add Recipients To add a source to a campaign stage, use the Sources drag and drop section at the bottom of the Campaign Stage Overview page. Select from the list of all sources on the left, or search if you know the name of the source you want, you can also filter by My to see just your sources, and…

How to create a follow up stage

A guide on how to create a follow-up stage to a campaign in Gold-Vision 8

Introduction to e-mail Campaigns

Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your campaign stages. Use quick campaigns to easily manage your marketing communications.   This webinar will last approximately 20 minutes plus an additional 10 minutes for…

Introduction to e-mail Campaigns

Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your campaign stages. Use quick campaigns to easily manage your marketing communications.   This webinar will last approximately 20 minutes plus an additional 10 minutes for…

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