Archives for May 2017

Introduction to Nurture Programs

NOTE: As part of our efforts to consolidate all marketing automation functionality in the product to our campaign automation feature, ClickDimensions is continuing the process of sunsetting our legacy nurture functionality. As of the version 8.13.0 release, you will no longer be able to create new email programs via the nurture functionality. Your existing nurtures will still run […]

Adding Nurture Programs back to Navigation and Giving Permissions back to run them

NOTE: As part of our efforts to consolidate all marketing automation functionality in the product to our campaign automation feature, ClickDimensions is continuing the process of sunsetting our legacy nurture functionality. As of the version 8.13.0 release, you will no longer be able to create new email programs via the nurture functionality. Your existing nurtures will still run […]

Which Version of CRM am I using?

There are a number of different versions of CRM; which one you are using will affect things such as how you navigate in your environment, how things look, and which ClickDimensions solutions we generate for your environment when you update. You can see which version of CRM we have on record for your environment by […]

Export and Import ClickDimensions Records

Use the Export and Import features within ClickDimensions Settings to move ClickDimensions entities from one Dynamics environment into another.  You can either select the individual records, or choose all items of a certain kind. The entities you may Export/Import are: Email Templates Domain Records Form Fields Landing Pages Survey Questions [tab name=”How to Export”] To […]