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Effective Email Marketing with GoldMine CRM

May 31, 2018 @ 1:00 pm - 3:00 pm EDT



In this webinar we will demonstrate how to create, send and track your email marketing campaigns using GoldMine CRM and/or other email marketing systems such as Constant Contact, Mail Chimp, IntelliClick, etc. We’ll walk you through the entire email marketing process from start to finish.

This includes:

  • Building Targeted Lists
  • Designing/Building an HTML Email
  • Creating Trackable Email Hyperlinks
  • Creating Effective Website Landing Pages
  • Website Form Integration with GoldMine
  • Reporting on Campaign Results


This webinar is great for GoldMine users responsible for managing your organizations email marketing campaigns and your website. We’ll focus on the key steps involved in the email marketing process as it relates to your GoldMine CRM. The goal of this webinar is to demonstrate the different steps involved in the email marketing process and the skills needed for accomplishing those steps. We won’t necessarily be teaching the specific skills needed to accomplish each step of the email marketing process, but we will demonstrate and discuss the skills needed. If you feel that you do not have the right skills or knowledge needed to accomplish each step, First Direct Corp. can work with you to help you improve your skills and knowledge to be able to market more effectively.

At the end of this webinar attendees will come away with an understanding of the key steps and skills needed for being able to create, send and track your email marketing campaigns with GoldMine CRM and other email marketing systems.

Course Topics:

  1. Introduction/Overview
  2. Email Marketing Strategy 101
    • Defining Email Campaign Objectives
    • Using Effective “Call-To-Action” Hyperlinks
    • Defining KPIs (Key Performance Indicators)
  3. Segmenting Your GoldMine Contacts & Building Marketing Lists
    • Filters
    • Groups
    • SQL Queries
  4. Designing/Building an HTML Email Campaign
    • What is HTML and CSS
    • Responsive Email Designs
    • Using HTML Email Templates
    • Design your own, Outsource the design or use a Cloud Based Email Marketing Service?
  5. Sending your Campaign to your Targeted Lists with GoldMine
    • Primary Contacts
    • Additional Contacts
    • Other Emails
    • Goldmine Email Merge Codes
  6. Using Cloud Based Email Marketing Systems
    • Pros and Cons of using Cloud Based Email Marketing Systems
    • Exporting your lists out of GoldMine
    • Updating/Managing your lists in GoldMine (unsubscribes/hard bounces)
  7. Tracking Your Email Campaign Recipients Click Results
    • IntelliClick
    • Constant Contact & Mailchimp integration/add-on options
    • Email Campaign Tracker
    • Reporting on and Analyzing Campaign Results
  8. Designing Effective Landing Pages
    • Event registration and contact forms
    • Unsubscribe & other confirmation landing pages
    • Who manages your website?
  9. Website Integration with GoldMine
    • GoldMine Web Import
    • Contact form integration
    • Online order integration
    • WordPress, WooCommerce, etc. etc.

Your instructor for this course is a GoldMine users with over 15 years experience with creating and sending email marketing campaigns with GoldMine CRM and other email marketing systems.


PLEASE NOTE: After registering  you will be redirected to our online store where you can order your seats to attend this class.


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May 31, 2018
1:00 pm - 3:00 pm EDT
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Jay Dymond
CALL US TODAY! (845) 221-3800 | (800) 935-4386