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Contact Update for GoldMine

The following is an overview of how the GoldMine contact update service works.

1. Screenshot of customer information in GoldMine database.




2. Using a GoldMine HTML email template you can send an email to the GoldMine contact with their contact information merged from the GoldMine database.

3. Included in the HTML email is a link to update/change their contact information. This will take them to a form on your website where their contact information from GoldMine is automatically entered into the form fields. You can even have fields setup to collect additional information. (Requires PHP, ASP, etc)

4. Once the customer has submitted their updated contact information they will see the updated information that they submitted.


5. The submitted updated contact information will be submitted to you via a GoldMine Webimport email, linking the email to their contact record. You can choose to update information automatically or as we prefer simply compare the incoming email to the record and update information as needed.

For more information about this service or webimport in general please see GoldMine WebImport or call (800) 935-4386.

 

 


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