Save time with Email Templates

Catch the replay of our last livestream where we explained how to use and create Email Templates in GoldMine:

GoldMine CRM & Integrated E-mail Marketing – Go “Beyond The Click”

In today's fast-paced business environment, leveraging Customer Relationship Management (CRM) systems to their fullest potential is essential for maintaining a competitive edge. When combined with IntelliClick, GoldMine transforms into an even more powerful tool, enhancing your marketing and sales process through advanced email marketing automation. Let's dive into how IntelliClick for GoldMine can be a benefit to your business operations.

What is IntelliClick?

IntelliClick is an email marketing automation solution specifically designed to integrate with GoldMine. It enables businesses to easily send email marketing campaigns, track customer engagement, and gain deeper insights into their customer base. Web page visitor journey is tracked which helps your company get a detailed digital picture of your audience interests. This “digital body language” helps your sales team focus on the best opportunities and shorten your sales cycle.

Benefits of Using IntelliClick with GoldMine

1. Improved Customer Insights: The tight integration of email marketing data with CRM data provides a richer, more detailed understanding of customers. This holistic view helps businesses tailor their marketing efforts to better meet customer needs and preferences.
2. Higher Engagement and Conversion Rates: Targeted, personalized email campaigns are more likely to resonate with recipients, leading to higher engagement and conversion rates. IntelliClick’s advanced features ensure that each message is relevant and timely, maximizing its impact.
3. Streamlined Marketing Processes: Combining GoldMine’s CRM capabilities with IntelliClick’s email marketing automation streamlines marketing processes, reducing the need for multiple disparate tools. This integration engages your sales team with your audience.

Getting Started with IntelliClick for GoldMine

Wizard Systems is a long standing IntelliClick reseller partner who can help your company get the most from your GoldMine CRM system tied in with your e-mail marketing campaigns. All technical and training services are provided to insure a smooth deployment for your company. Your company can be up and running with a matter of a few days.

Conclusion

In an era where customer engagement and personalized communication are important to business success, leveraging tools like IntelliClick for GoldMine can provide a significant competitive advantage. By combining advanced email marketing automation with comprehensive CRM capabilities, businesses can streamline their marketing processes, gain deeper insights into their customers, and ultimately drive higher engagement and conversion rates. If you're looking to take your GoldMine CRM to the next level, IntelliClick is a powerful addition that can help you achieve your goals.

For more information on IntelliClick and how it can benefit your business, contact Wizard Systems to get started today.

Latest Presentation on Constant Contact and GoldMine Integration

Simple Email Merging in GoldMine

Join us on Sept 23rd at 10am UK time to see a really simple way of getting a message out to multiple contacts in one step.

Registration is required:

https://attendee.gotowebinar.com/rt/575849834232206864

IntelliClick 2020.9.15 version is now available

IntelliClick 2020.9.15 version is now available. You can update the next time you access the IntelliClick Wizard.

This latest release been tested and confirmed compatible with the latest GoldMine 2020.1.xx version release. Other highlights of this update include:

•Events & Literature Fulfillment: enhanced path setting for confirmation email templates and file attachments
•Action Request: the one click action request link has been enhanced to now use an intermediary landing page to confirm that the email recipient does in fact want a notification for follow-up to be initiated
•Event Registration: instant event registration hyperlink enhanced to now allow more details of the event which are included in the confirmation landing page and add to calendar links

IntelliClick 2020.1.5 for GoldMine CRM is now available

IntelliClick 2020.1.5 version is now available via Wizard Systems. The next time you open IntelliClick, you may receive a notification of the update OR you can update now by clicking here and following the instructions on our download page. See highlights of this version new features and enahncements below.

NOTE: GOLDMINE VERSION 2018.2.0.xxx OR LATER RELEASE
If you have upgraded or plan to upgrade to the latest GoldMine release, please note that GoldMine 2018.2.0.xxxx or later has introduced several security features. As a result, it is likely you must adjust settings in both the IntelliClick Listener & IntelliSend modules, Click here to access a special PDF document to help guide you on these changes.

The Event Registration module has been enhanced to now allow event details to be displayed on the landing page and be part of the "Add To Calendar" link which adds this information to the event registrant's calendar (Outlook, Google, etc.).

For Premium version users, a new Event Registration & Reminder Messaging option now allows instant event registration from your web site to capture new contacts. This feature works similarly to the "one click" instant registration, accessed directly from links you put on your web site, on social media or in your emails. A sequence of custom email messages you create are sent before and after the event which also include special links for adding the event to the recipient's calendar.

IntelliClick 2020.1.0 version for GoldMine is now available

We are pleased to announce the availability of the latest version of IntelliClick for GoldMine

This latest release introduces two new features; Weighted Lead Scoring and Email Merge Code & Data Consistency Management. Both features are included with the PLUS or Premium subscriptions. In addition, running IntelliClick on Windows 10 workstations has also been enhanced.

Update To
NOTE: GOLDMINE VERSION 2018.2.0.xxx OR LATER RELEASE
If you have upgraded or plan to upgrade to the latest GoldMine release, please note that GoldMine 2018.2.0.xxxx or later has introduced several security features. As a result, it is likely you must adjust settings in both the IntelliClick Listener & IntelliSend modules,

Please contact Wizard Systems for more information.

Great Podcast series from GoldMine CRM Radio

Do you listen to Podcasts?  Here is a great series of business, sales and marketing focused podcasts hosted by GoldMine CRM. 

GoldMine CRM Radio

Enjoy!

 

 

Important IntelliClick (GoldMine Marketing solution) Server Change - February 28, 2020

Please IGNORE this post if you do not use IntelliClick (email marketing solution for GoldMine)

Important IntelliClick Server Change - February 28, 2020....

A new version (2020.1.0) of IntelliClick is being released later this month. In advance of this upcoming release, the IntelliClick results tracking server is being upgraded. Increased capacity, security and processing capabilities are part of this important server enhancement.

If you use IntelliClick, We ask that you DO NOT send any new email campaigns between February 27 and March 1, 2020 while the cut over is being completed. This will help insure that all results migrate to the new server.

During the cutover to the new server, your results will continue to be tracked and added to your GoldMine system. There are no changes needed to settings for your existing installation of IntelliClick to accommodate this upgrade.

Once the new version is released, IntelliClick will be sending a separate notification with details to update your installation.

Please note the timing of this cutover and advise others in your organization who are involved with sending email campaigns using IntelliClick.

If you have any questions regarding this upgrade, please write to [email protected].

 

Two great NEW features for IntelliClick for the start of 2020!

The Premium version of IntelliClick Version 2020.1.0 will now offer the following added capabilities:
They Click . . . You Score! Weighted Lead Scoring Set score values to be assigned to all the tracked types of behavior like Open, Clicks, Action Requests, Page Views and even specific web pages visited while on your site. As IntelliClick results are added to GoldMine; a weighted lead score will be automatically calculated for the rolling time frame you specify.
Click 'n Go . . . Seamless Event Registration Event Registration And Reminder Management Prepare event registration links that do not require any forms to complete; Use your preferred web meeting platform (GoToMeeting, Webex, Zoom, etc.) and have participants register from a single mouse click! Confirmation and reminder emails are scheduled to be sent at the time intervals you select, using your own branded email templates and content.

5 Essential Tips for your Christmas Mailings from GoldMine

It's not too late to get out those Christmas emails to customers informing them of your holiday season opening hours.  If you use GoldMine CRM, here's our top tips to stay organised and ensure the message gets out there:

1. Decide on the format of your communication - most organisations would send out an email, but you might be sending out a card as well.  If you are sending a card, GoldMine has built-in templates for using Avery Labels and similar
2. How will you decide who gets the email?  Consider how you profile and categorize your contacts in the GoldMine database.  Do you have a Field for Customer?  Do you use the Merge Code fields in GoldMine?  GoldMine gives you easy ways of filtering on one or many fields to build up your list of recipients and criteria.
3. What are you going to use to send out the emails?  GoldMine has a built in email merge tool to send out multiple emails in one go.  But be careful with this method as a high number of sends could get you black listed as a spammer.  Consider GoldMine's link to mailing applications like IntelliClick (brilliant integration to GoldMine!), Constant Contact, GatorMail (a UK system) or MailChimp.  Seek advice from Wizard Systems for which mailing option is best for you.  We can set them up for you and give you training.  GoldMine also has really easy ways of exporting your data and email addresses into a number of different formats including Excel!
4. What will be the objective of your mailings?  Is it just to advise of opening hours, and/or confirm any other messaging or promotions?
5. Update your Website and Google, and anywhere else your office opening hours may appear

For CRM advice and support on GoldMine, please contact Wizard Systems.

Happy Holidays and all the best for 2020.