Getting Started with Gold-Vision Connect

Gold-Vision Connect is an online contact management service that integrates with Gold-Vision CRM. Currently, Gold-Vision Connect allows you to send targeted direct marketing emails to your Gold-Vision Contacts and track responses.

Navigation

To navigate through the main system areas, please use the main menu at the top of the screen. To open a menu section, click on one of the title words from the menu. A sub menu will appear with related options. Click on one of the sub menu option to navigate to that section.

         

All links within the product are shown like this and clicking on them will navigate you to another page.  Some pages contain tabs, which are used to switch between similar or related data views.  The currently selected tab appears at the fore.  Clicking on an alternate tab will navigate to that section.

         A picture of tabs...

Media Library

The Media Library is a repository for images and documents.  It allows you to upload and store media for use later in mail shots for example.  A range of image and document types can be uploaded to the library and are shared between you and your colleagues with similar access to Gold-Vision connect.

Mailshots

Mail shots are Gold-Vision Campaigns that have been uploaded to Gold-Vision Connect to be sent as trackable emails.  E-mails can be fully designed using the Drag and Drop Editor or for those who prefer to upload HTML files directly, via the HTML WYSIWYG editor, including images, attachments and click-thru links.  Responses, click-thrus, bounce-backs, unsubscribes can all be tracked and reported on.  For more information about creating and sending mail shots please consult the mail shot help section. 

Settings

Under settings you can update your contact details, change your password, change program settings and view available credit.