GoldMine Tips

What Email Marketing options are there for GoldMine?

What options do you have when you want to do some targeted mailings from your GoldMine system?

On our next GoldMine 101 presentation we will cover the three main options you have - Constant Contact, Mailchimp and IntelliClick.  We will cover all the pros and cons plus cover costs as well.  And we will be giving an update on GoldMine product news.

Pre registration is required now at:



GoldMine presentation 31st January - Get your GoldMine in the cloud

We're running a free webinar to GoldMine Users tomorrow 31st January at 11am UK time featuring GoldMine Web.  This is the easy way of accessing your GoldMine system via the Web or from your smartphone.

You need to register first

GoldMine Web is a browser-based app that’s included with GoldMine Premium Edition and installed as part of the GoldMine Connect package. GoldMine Web provides the look and feel of a web client and doesn't require installation for the end user and allows you to access GoldMine from any device.



GoldMine and GDPR - A one day workshop in the UK for GoldMine Users

How ready are you for the GDPR data regulations coming into force this 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 this 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 findings and recommendations in an informal one day 'workshop' with the GoldMine Community.  This workshop is aimed at GoldMine Administrators, Marketing Personnel and Business Owners.
We are running this one day Workshop on two dates - 7th and 15th February, and we will cover:

Overview and Discussion
- 6 Key Principles of GDPR
- 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

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.
The cost to attend the workshop is 250 GBP exc VAT per attendee and class size will be restricted to 6.
Please contact Wizard Systems if this is of interest and to book your place.

GoldMine Dashboards webinar on Tuesday 14th November

Our next regular GoldMine presentation aimed at GoldMine Users will cover the Dashboards feature.  It's on Tuesday 14th November at 10am UK time.

You need to register first at:

There is no charge to attend and all attendees on the day will receive a free GoldMine Health Check Dashboard to display and summarise valuable information in your GoldMine database.


The benefits of using Email Templates in your business

Here's our latest recording of our presentation today of using Email Templates in GoldMine.

Use Email Templates in your business and....

1) Save time on those regular emails you send out to your clients and customers

2) Maintain your corporate profile - everyone's emails look identical, same fonts, signature file and so on

3) Personalise your emails by automatically inserting customer details like their salutation

4) Reduce errors

5) Options for then sending your email to a selected list of recipients



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) -

Feel free to forward this link to other colleagues


GoldMine presentation this Wednesday - learn more about the Global Replace feature

Continuing our regular series of GoldMine presentations, this Wednesday we will be covering the Global Replace feature.  A great way of replacing Field Values in your GoldMine database and a feature not often found in many other leading CRM systems!

Join us for this free webinar on Wednesday 7th June at 10am UK time (BST).  Please register now....