Campaigns Mode
Settings -> Marketing Settings
Legacy Mode - pre Gold-Vision 7 Campaigns mode.
New Mode with Legacy Support - view legacy campaigns from the view menu only.
New Mode only - no access to legacy campaigns. (Note - you can switch between modes to review legacy campaigns if required)
Marketing Automation Settings
Settings -> Marketing Settings
(if Marketing Automation is enabled)
You can set a limit on the number of emails a contact receives in a given time period. This overall limit can be left blank or a high limit set if the further settings below are being used.
You can set how many emails of a given type a contact receives.
For example, you send a series of marketing campaigns but also send emergency maintenance emails. Set the overall limit to a high number (or leave blank) and do the same for 'Maintenance' emails. Set small numbers against the marketing campaign types.
Once changed, click Recalculate Recipients
Synch With Connect
Settings -> Marketing Settings
Recalculate Recipients - click to update when you change your sending limits.
Synch Connect Users - click to update if your users list has not synched with Connect.
Synch Connect Campaign Types - click to update if you have amended the Campaign Types.
Social Authentication
Settings -> Social Authentication
Add your Twitter, Facebook and Eventbrite accounts.
Choose the account type and authorise Gold-Vision access.
Facebook and Twitter interaction can be viewed in Touch Points and you can post directly using Campaigns.
Add your Eventbrite account if you are using the optional Eventbrite integration.
Lead Management
Data -> Lead Management -> Lead Management Settings
Settings
These settings control the Lead item view and how deduplication is completed. Choose whether you can see a Timer against a lead and if this can be paused.
An important setting here is 'Invalidate Lead emails already in Gold-Vision'. If your existing customers or prospects could be added to your Lead Management area (from attending an event or being included in a purchased list), checking this box will stop them getting your Lead campaigns entirely where the contact email address matches. This is useful where your messaging differs between existing or prospects customers and Leads.
Deduplication Jobs
Review the status of Lead import deduplicaiton jobs, re-queue and hold if required.
See the guide for more information about Lead Management.
