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Introduction to e-mail Campaigns

...campaign stages. Use quick campaigns to easily manage your marketing communications.   This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...

Introduction to Marketing

...to provide an ‘Introduction for Marketing Users’. We will explain how to create and run campaigns, email design, sending and reviewing campaigns along with follow up stages and Marketing Automation....

Preparing your Lead Data

...At a later stage you can decide which fields need to be in the Gold-Vision destination record. See Using the Data Import Tool For instance, you may want specific fields...

GDPR Definitions

...been provided. This can be triggered by a Rule applied individually or to a Campaign Stage. Personal Data – GDPR applies to ‘personal data’ meaning any information relating to an...

Managing Projects

...Creating Appointments Project Stages and Types Administrator users can configure the Project Status and Type drop fields to reflect: the different statuses that your business has for its Projects Close...

Managing Quote Products

...at this stage or after it has been added to the quote Plus Button Go to the Quote Line section and click Plus button then select Product or Custom Close...

Creating Activities & Reminders

...Project. Close modal Activity Details Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage...

Create a ‘Cherry Picked’ source

...Included and Excluded areas on the source. Close modal Your source can now be added to a Campaign stage or exported to a CSV file. Tip Refreshing your Source updates...

Preference centre

...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....

Google Analytics

...be turned on or off in Connect at the Send stage. We recommend leaving it on unless you specifically don’t want to track a particular email. Close modal When Include...