IntelliClick Version 9.8.6 now released

The IntelliClick (this is the most popular email marketing solution for GoldMine) 9.8.6 version is now available. If you already have IntelliClick, the next time you access IntelliClick you may be prompted to update or you can do so now by clicking here. This latest release introduces the ability to Add New Campaign Waves. Now you can resend new waves of the same email template to other target lists and be able to compare results on each wave sent. This new feature is included with all versions of IntelliClick.

Our last release introduced the Standard PLUS version which includes a combination of modules that help your company manage subscription lists, privacy regulation readiness (GDPR, CASL, California), engagement scoring and offers a "Smart Cookie" Web Site tracking. 

 

IMPORTANT NOTICE REGARDING GOLDMINE VERSION 2018.2.0.xxx RELEASE
The upcoming update release of GoldMine 2018.2.0.xxxx will be introducing several security features. As a result, it may be necessary for you to adjust settings in both the IntelliClick Listener & IntelliSend modules.  Please contact Wizard Systems support for more information.

 

IntelliClick for GoldMine 9.8 released

IntelliClick is the most popular email marketing add on for GoldMine and we're pleased to announce in this latest version:

 

NEW: Activate/Deactivate Email Addresses which allows flexibility to determine which email addresses you wish to enable for mass marketing by country; those who wish to exclude European Union countries can readily do so by flagging emails associated with those countries*
NEW: "Smart Cookie" Web Visitor Tracking provides the option to obtain consent to track web site visitors and only enable the tracking cookie if they opt in; a date/time stamped log of their approval is maintained as part of the Subscription module*
NEW: SQL Query Builder now makes it easy to create GoldMine SQL queries to review tracked results and build groups for additional mailings
NEW: Context Sensitive Video Tutorials can be accessed for help on specific modules; video can be watched in a special window to follow along while using IntelliClick
NEW: Access preferred HTML editor menu option; Bundled editor, Beefree.io and MailStyler2 currently supported
ENHANCED: Subscription Management Module which tracks email address level preferences for mailing lists your recipients wish to opt-in or opt-out; the email merge code is updated according to the selections made from a bundled web form provided with the module*
ENHANCED: Express Tracking Module now offers more options; Preview of message with header and footer including ability to add View In Browser and Add To Contacts with vCard options all handled in one step; The ability to now add a privacy statement link and subscription preference link is included for qualifying versions*

 For more information, contact Wizard Systems

GoldMine and GDPR - a Briefing update on the regulations and how GoldMine can help with compliance

Here is a recording of today's webinar on GDPR and GoldMine with a Q and A session at the end.  Please contact us about our one day GDPR workshop relating to GoldMine.

 

 

GoldMine and GDPR - An update briefing on Thursday 1st March

How are your plans and thinking going for GDPR (the important data legislation coming into force in May)?  We are running a short presentation on Thursday 1st March 2018 at 10:00am UK time on the sorts of things to consider about getting GoldMine to support your GDPR compliance.

This presentation is aimed at GoldMine CRM Users and Business Owners who use GoldMine.  The presentation is free and you need to register in advance of the webinar:

For more information on GDPR and how it relates to using a CRM system, please click here.

GoldMine and GDPR - More one day workshops announced by Wizard Systems - 29th March and 10th April

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 - 29th March and 10th April, 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 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.

 

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.

 

New Training Course for GoldMine Users: GoldMine and GDPR - How to get ready

We are pleased to announce the availability of 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 and system administrators with a good working knowledge of GoldMine.

Dates to be announced soon.

Download GoldMine and GDPR