Why do my menu titles say Unknown?

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. When you install ClickDimensions in CRM 4 it may change some of the headings on your left panel menu. It may look something like this: This is a bug that only occurs in CRM 4, […]

Create a Landing Page

<< Create Individual Form Fields Introduction Form Actions >>   Landing Pages are available to customers who have purchased the Standard license or above. IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your Landing Page. [tab name=”CRM 2013/2015/2016″] Step 1: Create a Web Content Record Web Content records are […]

How do I change the Password for My ClickDimensions Account?

Refer to this Knowledge Base Article.

Test an Email Send

<< Edit Template in an Email Send Record Introduction Send an Email Send >>   Once you’ve created your Email Send, you will want to test the email prior to sending it to ensure it displays as you want it to in your email client. When you test an email, you will probably want to […]

Email Send Statistics: Sent Emails

<< Statistics Graphs Introduction Social Sharing Statistics >>   Every time you send an email via an Email Send record, ClickDimensions creates a Sent Email record for each recipient who was sent an email. In these Sent Email records, you are able to see how many times the recipient opened an email, how many times […]

Why don’t my Unsubscribe or View in HTML links work?

If you’re getting a Page Not Found Error when clicking on the Unsubscribe or Microsite/View in HTML links, check these points: 1. Did you possibly copy or cut and then paste the Snippet? If you did, delete it and reinsert it via the link manager. 2. Right Click on the link when you’re in the […]

ClickDimensions Deployment for CRM 4.0

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. This article outlines the process for deploying ClickDimensions Marketing Automation solution. ClickDimensions is a Software-as-Service (SaaS) solution which runs on Microsoft Azure and provides marketing automation capabilities for Microsoft Dynamics CRM. Your deployment of ClickDimensions […]

Introduction to the Block Editor

[tab name=”CRM 2016″] After you have created your template and clicked Save, you will be able to start designing your template. Using the Block Editor Set Up Steps Block Editor Right Click Menu Add Content in the Block Editor Text Editor in the Block Editor HTML Editor in the Block Editor Image Manager Hyperlink Manager […]