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

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New GoldMine Event this Wednesday - How clean is your data?

Poor quality data (old data, duplicate data, missing data) can have a serious impact on the effectiveness of your organisation's CRM system - Poor marketing, reporting difficulties, more difficult to use and the result being that you will have frustrated users and less productivity.

In this short webinar we explore ways in which you can find out the state of data in your GoldMine CRM system.  The event is on Wednesday 10th October at 10am UK time.  This event is aimed at existing GoldMine users and is free to attend.  

Please register first asap!

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GoldMine 2018.2 and Windows Server 2008 and Windows Server 2008 R2

With the release of GoldMine 2018.2, the Windows Server 2008 and Windows Server 2008 R2 have been removed from the GoldMine Compatibility Matrix 

The reasons are primarily that there may be complications with the new feature that GoldMine Connect uses HTTPS by default which means the IIS requires a certificate for the installation. It might be necessary that additional changes are necessary to the system and Service Packs may need to be installed. Both are not within the scope of GoldMine Support and at this late stage of the lifecycle of the Windows Server 2008 and Windows Server 2008 R2, the decision has been made to drop the support of both operating systems in GoldMine 2018.2.

Especially when GoldMine is used and GoldMine Connect will be not installed or installed on another server with a supported operating system, Windows Server 2008 or Windows Server 2008 R2 may still be used, but are officially not supported anymore. If a certain behavior is identified to appear only on these operating systems, GoldMine Technical Support will advise moving GoldMine 2018.2 to an officially supported operating system.

Excerpt of the GoldMine 2018.2 release notes - GoldMine Release Notes 2018.2

Use of https by default

• For new installations GoldMine Connect will be installed to use port 443 by default

• The https implementation requires a certificate installed on the web server

• If you don’t have a certificate from an external trusted authority, then you must create a self-signed certificate. Please see https://community.ivanti.com/docs/DOC-55023 for more information.

• For existing installations there will be a redirect from http to https

• Please note that in the case of existing installations, we use URL Rewriter to perform the redirect. If URL Rewriter is not installed previously, then the GoldMine Connect installer will download it from the internet, which will require an internet connection, and do the installation.

• In the case of an upgrade if there is no certificate installed on the web server, the admin must configure a certificate prior to the upgrade. If you don’t have a certificate from an external trusted authority, then you must create a self-signed certificate. Please see https://community.ivanti.com/docs/DOC-55023 for more information.

 

(Article written by Michaela Witters of GoldMine)


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

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GoldMine 2018.2 now released - With a key focus on security for your precious CRM data

Wizard Systems are pleased to announce release of the latest version of GoldMine, 2018.2

Featured is:

- Password validation and security to help with your GDPR compliance
- GoldMine Web (cloud access to GoldMine) to use https by default
- Support for TLS 1.2 in the Outlook link
- E-mail Centre encoding - support for more Character Sets
- Encrypted database connection for greater security
- 'Admin' User improvements on security
- Addition of read-only account for SQL queries to help protect your database
- 200+ fixes to GoldMine

To get access to this upgrade you must have a valid Maintenance Contract for GoldMine.  Please contact Wizard Systems for more information on this and the upgrade.

Get more information from this readme file:

Download GoldMine_ReleaseNotes_2018.2

 


IntelliClick is GoldMine 2018.2 Ready!

It is important to note that the upcoming update release of GoldMine 2018.2.0.xxxx will be introducing several security features. As a result, it may be nessary for you to adjust some settings in both the IntelliClick Listener, IntelliSend module, Database access for use of SQL queries and Crystal Reports to insure those elements continue to function correctly. The change most likely to impact your IntelliClick setup relates to the password for the user CLICKS that is used as part of our connection to the GoldMine database when reading or updating information. Changes that you may need to make to that user password will require at minimum that this be updated in both the IntelliClick Listener and the IntelliSend module.
 
We have prepared a PDF document which outlines step-by-step how to make the adjustments that may apply to your GoldMine and IntelliClick environment. Click here to download those instructions. This download is also available from the IntelliClick update page.
 
If you update to the new GoldMine 2018.2.0.xxxxx release, please make sure to review these instructions and make the settings adjustments as needed. If your company needs  assistance with the settings adjustment,  on this can be obtained through support you may already have in place with us (fees may apply).
 
 
 

 


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.

 


Looking For A Robust, Interactive GoldMine Integrated Email Marketing System?

Join us for a webinar presentation (on Wednesday 27th June at 2pm UK time) of IntelliClick For GoldMine. Learn how this tightly integrated email and web site marketing solution can help engage your sales team as opportunities are identified from your marketing campaigns.

An important part of the latest IntelliClick release is GDPR readiness features. Elements like Quick Update, Subscription Management and a "Smart" Cookie for web visitor tracking are some of the highlights that will be demonstrated during our 45 minute webinar presentation. See how one click call to actions can dynamically alert your sales team at the most opportune time!

Register here (it's free to attend)


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


Give your GoldMine CRM a spring clean - How to remove duplicate records

As part of our spring clean series of webinars, Tuesday 10th April at 10am UK time, we'll run through how you can handle duplicate records in GoldMine and ways of preventing them.  This might also be a useful webinar to attend to help get your CRM database clean in preparation for GDPR in May 2018.

This webinar is aimed at GoldMine Users, Adminstrators and Business Owners.

This webinar is free to attend to all GoldMine Users, but you must register well in advance of the Webinar....

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