Archives for February 2013

Set Up GoToWebinar Integration

[tab name=”CRM 2016″] To set up integration with GoToWebinar, first click on the arrow by Microsoft Dynamics CRM and choose Settings > ClickDimensions Settings. Within the settings, click Connectors. A new screen will pop up. Click Add Connector here. Then click GoToWebinar. On the next screen you’ll fill out your settings. [/tab] [tab name=”CRM 2011″] To […]

New Release: February 2013 Update

ClickDimensions February 2013 Update ClickDimensions is pleased to share a little love with our customers this Valentine’s Day with our February 2013 release! Starting on February 14th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we […]

Set up Eventbrite Integration

Eventbrite is an online ticketing platform that people all over the world use to create events, sell tickets and manage registrations for events of all types and sizes. This article will show how to setup the connection to your Eventbrite account. See here for what information ClickDimensions syncs from Eventbrite. NOTE: Eventbrite has changed their service […]

Set up Cvent Integration

Cvent is a cloud-based enterprise event management platform that offers software solutions to event planners for online event registration, venue selection, event management and more.  This article will show how to set up the connection to your Cvent account. After setting up the connector, the information from the Cvent events and participants will automatically flow […]

Set Up GoToWebinar Registration Form Fields

<< Previous Article Introduction Next Article >>   This post provides an overview of how to enable the capture of standard and custom questions within GoToWebinar registration forms. When the GoToWebinar connector has been configured in your CRM environment Event Participation records will be created in your CRM for each person that registers for a webinar. […]

Update Related Records from an Event Participation Record

<< Set up GoToWebinar Registration Fields Introduction Set up GoToWebinar Integration >>   This post provides an overview of how to create a workflow that will copy information from an Event Participation record to a Related Lead or Contact record. Automated Record Updates from Event Participation Records Step 1: Navigate to CRM Processes. Go to […]

Event Records

<< Eventbrite Integration Introduction ClickDimensions provides a series of connectors that integrate with event management services, such as GoToWebinar and Eventbrite. These connectors can create Event records in your CRM that represent to the events created in your event management service. To see how to integrate GoToWebinar with your CRM, see the GoToWebinar Integration article, how […]

Which Browsers Can I Use With ClickDimensions?

ClickDimensions supports the following browsers: Internet Explorer 11 Edge Chrome 24+ Firefox 18+ Safari 6+ for Mac As Microsoft introduces support for additional browsers and browser versions, ClickDimensions will work to also support those browsers.