Sitemap
Pages
- Administration
-
Alerting & Workflow
- Viewing and Editing Alerts
- Touch Point Alert
- Sales Automation
- Reminder Alert
- On Save Alert
- Note Alerts
- Email receipt Alert
- Email Templates For Alerting
- Custom Item Alert
- Document alerting
- Configure Alerts Introduction
- Automatically creating Project Activities
- Alert Trace
- Automatic Email to confirm a call has been logged
- Advise the customer that their subscription is due
- Book a Webinar
-
Campaigns & Connect
- How to create a drag & drop template
- Connect Email Design Tool Changes 2023
- Welcome new customers
- Using Touch Points
- Using Word Mail Merge
- Touch Points introduction
- Touch point automation
- Run and re run a stage
- Review invalid recipients
- Preference centre
- Personalise emails with data tags
- Marketing automation introduction
- Managing unsubscribes
- Managing data privacy
- Letter Campaigns
- Lead nurture
- Lead capture
- How to use follow up rules
- How to send an email with Connect
- HTML templates
- Google Analytics
- Email marketing introduction
- Delay sending follow up
- Data privacy opt in
- Create a quick campaign
- Create a new campaign
- Create a follow up stage
- Create a campaign stage
- Create a campaign source
- Connect reporting
- Using stock templates in Connect
- Campaign stage types
- Campaign overview
- Campaign Introduction
- Campaign activities
- Automated Connect campaign
- Add to an existing source
- Overview (web, email, social)
- How to use the legacy drag & drop design tool
- Copy/delete a campaign stage
- Add/exclude recipients to a stage
- Create a ‘Cherry Picked’ source
- Contact Support
-
Dashboards & Reports
- Add Widgets to a Home Page Dashboard
- Dashboard Team & User Access
- Manage Dashboards
- Creating Home Page Dashboards
- Managing Home Page Dashboards NEW DRAFT
- Managing Home Page Dashboards – V2
- Add Web External Items to Dashboards
- User Defined Reporting
- Standard Reporting
- Power searching
- Managing Home Page Dashboards
- Item Reports
- How to create a Home Page Dashboard
- Creating A Target Chart
- Creating A Table
- Creating A Gauge Chart
- Creating A Count
- Creating A Chart
-
Data
- Data bridge import
- Using Privacy Actions in Gold Vision GDPR
- Updating an Import
- Setup GDPR In Gold Vision
- Preparing your data
- Preparing your Lead Data
- Office 365 Contact Synchronisation with Gold Vision
- Monitor And Manage Privacy Data
- Introduction to Importing Leads
- Importing your data
- Importing your Leads
- Import types
- Gold Vision Import Report
- GDPR Definitions
- Downloading the Import Tool
- Downloading the Data Import Tool
- Data Import Tips
- Import TPS (Telephone Preference Service ) Data
- How Do I Export Data?
- How Can I Restrict Access?
- What Is GDPR? Including Best Practice
-
Design
- Screen Designer Clone
- Screen Designer – Copy
- Configure Secure Fields
- Using Standard Paragraphs in Advanced Mode
- Updating The List Design
- Touch Point Rules
- Standard Templates
- Short Codes
- Lead Scoring
- Lead Management Settings
- How To Use Reference Numbering
- Filtering Sublists
- Enabling Highlight Rules
- Document Storage
- Custom Date Periods
- Critical Fields
- Configure your Lead Screens
- Screen Designer
- Changing The Name Of An Item
- Category Management
- Amending Drop Options
- Advanced Templates
- Touch Point Settings & Categories
- Creating Templates & Template Tags
- User Interface Settings (Notes & What’s Next)
- Diagnostics & Troubleshooting
- Events
-
General Settings
- Configuring Modern Authentication for Gmail
- Mail Tracking Settings for Gmail
- Mail Tracking Settings for Office 365
- Calendar Settings for Office 365
- Z Configuring Mail Tracking with Modern Authentication Gmail
- Z Configuring Mail Tracking with Modern Authentication for Office 365
- Configuring Modern Authentication for Office 365
- Calendar Settings for Gmail
- Modern Authentication Overview
- Time Settings
- SMTP Settings
- Recent Event Settings
- Proxy Settings
- Marketing Settings
- Mail Tracking Settings
- Geo Settings
- Setting up a service account for Office 365 & Exchange
- Getting Started
-
Gold-Vision API
- Generating a Token with Postman
- Additional Fields
- Calling the API with IdentityModel
- Creating the client using IdentityModel
- Filtering
- Meta Data
- Requesting Access
- Importing a Collection
- Token Management
- Using a Postman Collection
- Your Gold-Vision API
- Requesting an access token
- Support and assistance
- Gold-Vision On-Premise Technical Requirements
- Homepage
- Protected: ID TEST – Column Block with content template
- Protected: ID TEST – Column Block with default
- Integrations
- Knowledge Hub Courses
- Manage Your Day
-
Marketing
- Publish
- Automation
- Details
- Forms
- Design
- Status
- Brand
- Tags
- Folders
- Search, Sort & View
- General
- Team Management
- User Management
- Workspace Information
- Workspace Settings
- Viewing Data Sources
- Creating a new Data Source
- New Landing Page
- New Generic
- New Email
- What are Landing Pages
- What are Elements
- What are Tasks
- General Navigation
- Saved Rows
- Merge Fields
- Email Templates
- Landing Page Templates
- Elements
- Automations
- Performance
- Timeline
- Campaign Tasks
- Asset Library
- Emails
- Create a Workspace
- Open Campaign
- New Campaign
- Campaign Settings
- What are Campaigns
- Edit a Brand
- Brand Settings
- Creating a Brand
- What are Workspaces
- Data Sources
- What are Brands
- On Demand Webinars
-
Portal
- Web Form Integration Overview 2
- Portal Overview – zoe test carousel
- Portal Overview – QA test carousel 2
- Portal Overview – QA test carousel
- Styling
- Role Management
- Configure Account Page
- Configure Activity Page
- Install the Portal
- Settings, View & Publish
- Enable Portal Access
- Portal Management
- Portal View – Examples
- Portal Overview
- Account Portal Management
- Account Portal Management
- Web Form Integration
- Web Form Integration Overview
- Product News
- Products, Tax, Currencies
- Profile
- Profiles
- Projects & Time
- Raise a ticket
- Registration
- Registration Success
- Release Notes
- Reset Password
- Resources
-
Sales
- Sales Reports
- X and Y axis in charts
- Using Appointments to manage diaries
- Use Google to Map your Sales
- Standardise documentation
- Setting up Sales Charts
- Set targets
- Sales and Forecast Lists
- Sales Reports
- Re Assign An Opportunity To Another Account
- Monitor activity
- Managing your Leads
- Managing Quotes
- Managing Quote Products
- Managing Opportunities
- Manage your monthly sales meetings
- Manage your Sales Team Introduction
- Intro to Lead Management
- Duplicate Scoring
- Creating a Quick Quote
- Creating Sales Target Charts
- Creating a Quote
- Creating A Lead
- Create a Lead List
- Create Dashboards or Menus for your team
- Automate the sales process
- Assigning Leads
- Creating An Opportunity
- Teams & security for Sales
- Capture, Manage & Nurture Exhibition Leads
- Discounts, Price Lists, Financial Entities
- Set up your annual reporting
- Service Status
- Sitemap
-
The Basics
- Search Everything
- Using Bulk Replace
- Using Bulk Replace
- Using Secure Notes
- The Home Page
- The New Gold-Vision Home Page
- Using Secure Fields
- Viewing and Uploading Documents
- Using The Flows View
- Using Sites
- Using Contact records
- Using Bulk Replace
- Using Account records
- Undelete Records
- Searching and Filtering Lists
- Mobile Device Access
- Merging Accounts Or Contacts
- Managing Duplicate Data
- Managing Appointments
- Managing Activities
- Mail Tracking
- List Stats
- Linking Items
- Introduction to Sites
- Gallery
- Edit Account and Contact Addresses
- Easy Navigation Tips
- Creating Appointments
- Creating A Document
- Correspondence
- Configuring Sites
- Categorise Your Data
- Bulk Document Production
- Address Lookup
- Action Centre
- Your To Do & Alerts List
- Creating & Editing Sites
- Creating & Using Notes
- Creating Activities & Reminders
- Pin to Home Page & Menu
- Report, Calendar, Map and Flows view
- Viewing & Editing Lists
- Creating Accounts & Contacts
- Tips, Web Clips & More
- Updates
-
User Settings
- Disabling & Deleting Users
- Team Management
- User Roles
- User Mail Tracking Setup with Basic Authentication
- User Language Labels
- User Configuration
- User Access Options
- Single Sign On
- Outlook Plugin
- How To Setup Product Group Targets
- How To Setup Sales Target
- Default Language
- Calendar Synchronisation
- How to Set up the App Password for Google / Gmail Accounts
- Using Gold-Vision
- Using Goldvision
- Web Clips
- Webinars
Integrations
- Adobe Sign
- Custom Integrations
- Data Bridge
- DocuSign
- Eventbrite Integration
- Exchequer
- Facebook Integration
- Generic Phone
- Gmail Integration
- Google Analytics Integration
- Google Mapping
- Integrations Pricing
- Lead Forensics
- LiveChat
- Loqate Address Lookup
- Loqate Email Validation
- Microsoft Dynamics NAV
- Microsoft Outlook
- Microsoft SharePoint
- Office 365 Contact Sync
- QuickBooks Online
- Sage 200
- Sage 50
- Xero
Webinars
- Automate your marketing campaigns
- Automate your marketing campaigns
- Connect Drag & Drop Design Tool
- Connect Drag & Drop Design Tool
- Connect Drag & Drop Design Tool
- Creating Dashboards
- Creating Dashboards
- Creating Dashboards
- Creating Dashboards
- Data Import
- Design your Screen and Lists
- Design your screens & lists
- Getting Started
- Introduction to e-mail Campaigns
- Introduction to e-mail Campaigns
- Introduction to Gold-Vision Portal
- Introduction to Gold-Vision Portal
- Introduction to Gold-Vision Portal
- Introduction to Marketing
- Introduction to Sales
- Manage Your Day
- Personalise your CX with Gold-Vision
- Personalise your CX with Gold-Vision
- Sales Targets & Analysis
- Sales Targets & Analysis
- Screen & List Design
- The Basics Part One
- The Basics Part Two
- Using Events
- Using Projects in Gold-Vision
Webclips
- Configuring time
- Customise Gold-Vision 8
- GDPR set up
- Get working with version 8
- Getting Started
- Gold-Vision 8 screen design
- How to add an event booking
- How to add field groups in the screen designer
- How to add fields in the screen designer
- How to add pages in the screen designer
- How to add sections
- How to capture leads
- How to Configure Portal Account Page
- How to Configure Portal Activity Page
- How to convert an excel spreadsheet
- How to create a dashboard
- How to create a delegate list
- How to create a follow up stage
- How to create a new campaign
- How to create a quick campaign
- How to create a quote
- How to create a Sales Pipeline
- How to create an Event
- How to create an Event Session
- How to create and manage Gold-Vision Opportunities
- How to create Touch Point Rules
- How to download the data import tool
- How to Import data
- How to manage campaign sources
- How to manage duplicate data
- How to manage leads
- How to manage Subject Access Requests
- How to pin to Menu & Home page
- How to prepare your data for importing
- How to Set up the Portal
- How to setup Sales Targets & Dashboards
- How to use bulk replace
- How to use flows
- How to use Highlight Rules
- How to use the Action Centre
- Introduction to Gold-Vision 8
- Portal View Examples
- Setting up Products with Time / Units