GoldMine Tips

Latest FREE Webinar for GoldMine Users - Managing Duplicate Records - Wednesday 7th at 10am

Our next free GoldMine Webinar is this Wednesday 7th November at 10am UK time (GMT) and fill feature the Merge Purge Wizard in GoldMine to manage duplicate Contact Records.  If you suffer from duplicate records or maybe you don't even know if you have them, this could be the session for you!

Free to attend, but please register ASAP and not just before the call.

image from wizard-systems.typepad.com

Gotowebinar_register


Latest FREE Webinar for GoldMine Users - Managing Duplicate Records - Wednesday 7th at 10am

Our next free GoldMine Webinar is this Wednesday 7th November at 10am UK time (GMT) and fill feature the Merge Purge Wizard in GoldMine to manage duplicate Contact Records.  If you suffer from duplicate records or maybe you don't even know if you have them, this could be the session for you!

Free to attend, but please register ASAP and not just before the call.

image from wizard-systems.typepad.com

Gotowebinar_register


GoldMine 101 session next Wednesday - SQL Queries

Hello GoldMine Users out there!  Please join us for our free online session next Wednesday 12th September at 2pm UK time for an introduction into the power of SQL Queries in GoldMine.  It's not going to be technical, but we want to show you what they can do and why it is different from Filters and Groups that you might be used to.

Sql query

Please register for free

Gotowebinar_register


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:

Gotowebinar_register

 


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_web

 


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:

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

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.