In this video tutorial I demonstrate several ways to design a simple HTML email that has structure and formatting that will make your emails look better and more professional. You don't have to know HTML/CSS to be able to design a fancy HTML email with graphics and complex layouts, it...
Year: 2023
Questions answered: Does GoldMine integrate with ‘XYZ’? Is there an integration between GoldMine and ‘XYZ’?
I've received several emails from different readers/customers asking " Does GoldMine integrate with 'XYZ'?" OR "Is there an integration between "XYZ" and GoldMine?" The basic answer is typically "NO". The right answer however is "NO, but they can or could be an integration written for you." In this video presentation...
Bulk Email Marketing Options for GoldMine CRM with Tracking Integration for Opens, Clicks, Unsubscribes, and Bounces
In this video presentation I discuss bulk email marketing solutions for GoldMine CRM with custom tracking integration for Clicks, Opens, Unsubscribes, Hard Bounces. Many customers today are looking for alternative solutions for creating/sending bulk emails because they know that GoldMine does not offer any sort of out-of-the-box tracking capabilities and...
Harnessing the Power of Webhooks: Automating Business Processes for Success
In today's fast-paced digital landscape, businesses are constantly seeking innovative ways to streamline operations and improve efficiency. Automation has emerged as a game-changer, allowing companies to free up valuable human resources and reduce the risk of errors. One technology that has gained immense popularity for automating business processes is webhooks....
SMS integration with GoldMine
In this video presentation I demonstrate the potential to integrate an SMS Service such as ClickSend.com with GoldMine CRM. This video talks about the possibilities for integrating GoldMine with an SMS Service and potentially other Cloud Service providers using a webhook and a self-hosted RESTful (web based) API for GoldMine....
Creating Many PDF’s and Merging GoldMine Contact Information into the PDF’s
In this video demonstration, which is a continuation of a previous video post, I demonstrate the ability to create many PDF's for many GoldMine contact records and merge GoldMine contact information into those PDF's using a free PHP Library (package) and the PHP programming language. If your organization has a...
Programmatically Creating PDF’s and Merging GoldMine Contact Data Into Them
In this video demonstration I show you how to programmatically create a PDF using a FREE PHP Library for generating PDFs and dynamically merging GoldMine contact data into that PDF. I've had many customers ask me over the years can I merge GoldMine data into my Acrobat PDF or create...
Automatically Process Mailchimp Unsubscribes and Hard Bounces plus much more
In this video presentation I demonstrate how to setup Mailchimp webhooks to automatically process unsubscribe and hard bounced emails using Zapier.com and/or a self-hosted web script. This video is intended to give GoldMine customers a better understanding of the potential of integrating web apps with GoldMine CRM and many other...
Integrating GoldMine with other applications
In the following video presentation I demonstrate one way of integrating GoldMine with a number of different web applications. Whether that be integrating GoldMine with an email marketing system to add/subscribe contacts to a subscriber list, such as MailChimp or Constant Contact, OR if it's adding GoldMine contacts to an...
Creating Filters in GoldMine based on data in the Tabs
Out-of-the box, GoldMine does not allow you to build filters based on information in the tabs (History, Pending, Details, Cases, etc.) Filters in GoldMine can only be created based on the values in the fields on the screen(s). There are two "types" of fields in GoldMine, a system defined field...