Getting Started
- Deployment
Have you received the ClickDimensions Solution files?
Here are some guides that will help with the deployment process.
- ClickDimensions Deployment for CRM 4.0
- Deploying ClickDimensions for CRM 2011
- ClickDimensions Security Requirements
- Publish Metadata
- Internet Explorer Settings
- CNAME Setup Guide
- Click Reports for CRM 4
- Email Marketing
Ready to create and send an email through ClickDimensions?
Here are some articles that will help you get started:
- Introduction to Email Marketing
- Create an Email Template
- Send an Email Template
- Email Send Statistics Graphs
- Email Send Sent Email Statistics
- Web Analytics
Learn how to utilize ClickDimensions Web Tracking capabilities.
Here are some articles that will help you get started:
- Introduction to Web Tracking
- Set Up ClickDimensions Web Tracking
- Web Analytic Entities
- Track Links to Files and External Websites
- Track Your Online Ads
- Forms
Capture information about your web site visitors in CRM using ClickDimensions Forms.
Here are some articles that will help you get started:
- Introduction to Forms
- Create Individual Form Fields
- Create a Form with the Form Builder
- Steps to Check Before Using Form Capture Records
- Form Statistic Records
- Surveys
Create surveys and see the results recorded in your CRM using ClickDimensions Surveys.
Here are some articles that will help you get started:
- Introduction to Surveys
- How to Create Survey Questions
- How to Create a ClickDimensions Survey
- Survey Statistics
- Landing Pages
Create and host Landing Pages without leaving Microsoft CRM.
Here are some articles that will help you get started:
- Introduction to Landing Pages
- Create a Landing Page
- Find Your Way Around the Landing Page Editor
- Link A Landing Page to a CRM Campaign and Analyze What is Driving Traffic to the Campaign
- Nurture Programs
Send emails and take follow-up actions through our Nurture Program in CRM.
Here are some articles to get you started:
- SMS Messaging
Send individual or bulk SMS messages and receive replies through your CRM
Here are some articles that will help you get started:
- Live Training Sessions
Register to attend the ClickDimensions Academy!
ClickDimensions customers and partners have unlimited access to our daily, instructor-led training sessions, as well as on-demand courses and weekly Q&A sessions:
