What are the Enhanced Features in Goldilocks? Goldilocks’ enhanced features are easy to use and give our users more power within the platform. We are excited to highlight some of these features within Goldilocks! CRM Field Mappings Within your SalesForce or Dynamics Field Mappings page, you have the ability to…
Automations in Goldilocks So you’ve built out content in Net-Results in the shape of emails, forms, landing pages, etc. and now you want to launch your content to your target audience. Where do you do this within Net-Results? You accomplish this through a Net-Results Automation. A Net-Results automation is where…
What is a Drip Series Automation? Drip Series Automations are a streamlined way to do one thing: send an email or text or a series of emails/texts. A Drip Series Automation should be used when you want contacts to get all the emails that are in the campaign, regardless of the…
This collection of videos is a great resource that provides brief walkthroughs of many common tasks within Goldilocks. You’ll also find these videos spread throughout this Knowledge Base depending on which article you’re viewing. Getting Started in Goldilocks! Account Settings Personal Settings Date Range Picker Dark Mode New & Improved…
Why is the new platform called Goldilocks? As we look around the marketing automation space, we see some highly capable platforms with dated, complicated screens and a rough experience. At the same time, we see some very pretty-looking platforms that are repeatedly exposed as under-powered and incapable of supporting the…
Some websites and web pages are built such that it may be useful to track different sections on a single page as separate page views. This is possible with Net-Results. Here is what is required: Once you’ve added the Net-Results Tracking Beacon to your website, it continually tracks every page…
Why Post to our Form Handler? If you have a non Net-Results form on your website that you do not want to replace with a Net-Results Form, but you would like to trigger automated actions in Net-Results whenever that form is submitted, posting to our Form Handler is a great…
Why set up a Custom Sync with your CRM? Do you have a large number of leads, contacts & accounts in your CRM? Are you wanting to limit those who enter into your Net-Results instance? If so, there is an option of adding a Custom CRM Sync to allow this….
Salesforce is deprecating old APIs. This will require your team to install an updated installation package prior to February 22nd, 2022. This installation package impacts your Salesforce Syncs and ability to utilize Net-Results iFrames within Salesforce. This process is expected to take less than 20 minutes. Step One: Remove Net-Results Dashboard…
To Enable oAuth 2.0 Tokens for Net-Results Sync Salesforce is requiring 2 Factor Authentication starting February 1st, 2022. This will require your team to enable oAuth 2.0 Tokens for Net-Results Sync with Salesforce. This process is expected to take 5 minutes. Before you start, if you are logged into SalesForce…