email marketing

One day GDPR and GoldMine Workshop - Tuesday 5th December

How ready are you for the GDPR data regulations coming into force next May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

GDPR is one of the most significant bits of legislation that will affect us all next year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these fidnings and recommendations in an informal one day 'workshop' with the GoldMine Community.

Aim

This is a one day course aimed at preparing you and your GoldMine CRM system for the GDPR legislation coming into force in May 2018 in the UK.  This course is ideal for business owners, marketing personnel and system administrators.

Pre requisites

Attendees should have at least a basic knowledge of what GDPR is about and good knowledge of GoldMine.

Duration

Course is normally one full day - start time is 10.00am and we aim to finish around 4.30pm. 

Refreshments, provided throughout the day, and buffet lunch is included (If the course is held at the Wizard Systems Training Centre).

Why choose Wizard Systems?

  • Training providers since 1993
  • Courses are friendly, informal and run in small groups
  • Plenty of hands on experience & exercises
  • In training surveys 100% of attendees said they would recommend our training to others

Our intended agenda will be as follows:

GDPR

  • Overview and Discussion
  • 6 Key Principles
  • User Process and Documentation 

Data Security

  • Setting up Users and Security
  • Backing up the Goldmine Database
  • Overview of protecting data

 Looking after Opt In and Preferences

  • Contact Merge Codes
  • Email Merge Codes
  • Adding New Fields to GoldMine for GDPR

 Updating and Cleaning your Database

  • Power Searches
  • Filters Groups and SQL Queries
  • Merging Duplicate Records
  • Global Replace
  • Importing and Exporting Data
  • Batch Scheduling of Activities

 Reports and Dashboards

  • An Overview of Reporting Options
  • Creating a Simple Dashboard
  • Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

Please contact Wizard Systems for more information, cost and booking.

 


GoldMine Webinar next Tuesday - How to create Email Templates to save time

Our next regular GoldMine presentation is on Tuesday 25th July at 10am UK time.  This time I am going to cover Email Templates.  Email Templates in GoldMine are a great way of saving time for those common emails you're regularly sending to your customers.  Email templates contain prefilled data that you specify, so you don’t have to reenter the same information for each message.  Plus you can ask me plenty of questions!

It will be about a 15 minute session and there's no charge by the way!

You have to register first at (please do this as soon as you can and not just before the presentation is due to start) -

https://attendee.gotowebinar.com/rt/1531920231452038402

Feel free to forward this link to other colleagues

 


An overview of the 3 Email Marketing options for GoldMine

GoldMine can as standard, create an Email Template (HTML or Plain Text) and this can be sent to a list of recipients in GoldMine (a Filter or Group) using the email send feature of GoldMine.  The email sent will appear on the History Tab of the recipient’s contact record.  However, there is no subsequent tracking of responses back in GoldMine.  So there are 3 supported email marketing options for GoldMine.  In increasing order of integration with GoldMine they are…

Wizard Systems supply, support and can offer training on all 3 options.  Please contact us if you want a demo or discussion about the best option for you.


Engaging & Integrated Email Marketing With GoldMine - Free Webinar this Thursday at 3pm UK time

Companies will learn more than imagined about how powerful CRM integrated eMarketing can be.

For Marketers: We make it easy to send your email campaigns directly out of GoldMine, via an SMTP Relay Service, AND track back in real time to GoldMine?

For Sales: Reps know instantly when a prospect becomes a hot lead and can be alerted by email, text and alarmed phone calls in GoldMine.

For IT: Your GoldMine Database will be cleaned up in a snap of all bad data coming in from email campaigns. No more worries about CAN SPAM compliance. IntelliClick instantly respects all Opt Out requests.

For Senior Managers: We close the gap between your Marketing & Sales Teams and get them collaberating in "real time" to close business faster.

To get started on the road to CRM integrated eMarketing with GoldMine please register for our IntellIClick webinar.

We present our demonstation using the latest version of GoldMine Premium Edition so you can see all of the bells and whistles of how GoldMine works.

Sign up now and you will be pleasantly surprised what you can learn.

Gotowebinar_register


IntelliClick Email Marketing solution for GoldMine CRM just released - version 9.6.

The latest IntelliClick version 9.6.1 has been released and is available to apply to your system. 

The two key changes in this version are:

1. Message content analysis capability functionality after cutover to new SMTP relay service provider
2. Improved sending performance for large campaigns

Message Content Analysis

The cutover to our new SMTP relay partner, SMTP.com, was completed earlier this month. As part of this transition, the Content Analysis functionality required some modifications to maintain this capability within the IntelliSend module. This function is accessed from the PREVIEW window when reviewing your emails before they are sent with the button called "SEND CONTENT ANALYSIS MESSAGE". This test your message content with SPAM Assassin and returns a report by email to the email address you designate.

If you wish to continue to use this function, you must update to our latest version

Please contact Wizard Systems on anything to do with IntelliClick.

 


Convert Your Web Site Visitors Into NEW Contacts & Business Opportunities

Capture leads from your web site visitors and seamlessly integrate them to your GoldMine CRM. Drive new opportunities to your sales team and arm them with web page visit detailsfrom the moment they first visit your site. Timely follow-up is enabled through email alerts sent to designated recipients the instant a new contact is added.  VisTrack pulls together anonymous web visitor activity. Your web forms (existing or new), instantly add new contacts to your database with referring sources and page viewing history. Tracking includes how visitors were referred (i.e. organic search, social media, pay-per- click, etc.) and GoldMine built-in workflow automation capabilities enable lead follow-up and drip marketing.

Goldmine inbound marketing

Start a dialogue with your audience...

  • Convert web site visitors to leads with interactive email marketing campaigns that track, respond and alert your sales team in real time
  • Known and anonymous web site visitor tracking captures and prioritizes leads and opportunities
  • Workflow automation, triggered from email campaigns and/or web forms, enable drip marketing and timely lead follow-up
  • Dashboard and reporting analytics measure conversion and referring sources to help optimize your digital marketing investment
  • Integration with GoldMine CRM builds your contact database and fuels on-going sales and marketing follow-up to close more business

Catch our introduction Webinar on Wednesday 8th February at 2pm UK time

Gotowebinar_register

 


How to use GoldMine as a powerful marketing tool - a free webinar Tuesday 28th June

We're running a free to attend webinar tomorrow on how to use GoldMine as a powerful marketing tool.  This webinar is aimed at anyone in marketing and existing GoldMine Users.

The session starts at 10am UK time and lasts about 20 minutes.  Plus there is a Q & A session.

We will cover...

  • Data management
  • Lead Management
  • Direct Mail
  • Email Marketing
  • Reporting and analysis

To register, click on..

Free GoldMine Webinar on Marketing


New IntelliClick Subscription Management Module - Webinar Recording

This webinar recording provides an overview and demonstration of the IntelliClick Subscription Management Module. This module provides a new option to allow your email recipients to manage their list preferences,

 

 For more information on this module or IntelliClick Email Marketing solution for GoldMine, please contact Wizard Systems.

 

 


How to allow Customers to manage their own mailing lists with GoldMine and IntelliClick

We're pleased to announce the launch of the new Subscription Management Option with IntelliClick for GoldMine.  IntelliClick is the most popular add on to GoldMine to create, and manage your email marketing campaigns.

This exciting addition to the IntelliClick "Plus Package" enhances the existing single click unsubscribe option. It offers your email recipients an alternative to encourage them to remain on your mailing list. Features of the new module include::

  • A special web form that is dynamically customized with your company logo and up to six (6) mailing list choices
  • One click hyperlink, generated with the IntelliClick Wizard, sets up the web form with the mailing list options and corresponding GoldMine fields to update; The built-in web import capability of GoldMine is used to update the contact record
  • Prior mailing list selections can be updated by your email recipients at any time from links in any of your email campaigns
  • For compliance with spam regulations, a "one click" unsubscribe alternative is also included with the form as an option
  • Tracking and reporting of those who subscribe is provided through reports and dashboards

To see this in action, click here.

For more information on IntelliClick for GoldMine, please contact Wizard Systems on 01454 316800.