Want to update the Lead Source field on a Lead record based on which form the person filled out? You can do that with a Workflow. Base the workflow off of the Posted Form entity. Then we’ll check which form they submitted and update accordingly. Set the Scope to Organization and keep it set [...]
Bulk SMS
November 4, 2012 By
Bulk SMS is used to send a text message to one or multiple Marketing Lists. Once sent, statistics will come back into ClickDimensions. If anyone replies to the text, those messages will also come into ClickDimensions. If you want to send to just one person, read about that here. And if you haven’t already, make [...]
Individual SMS
November 2, 2012 By
There are two ways to send an SMS – Bulk SMS to a Marketing List or Individual SMS to one Contact or Lead. When a Lead or Contact record is opened, click on Activities on the left. Click on Add New Activity in the top ribbon. Fill in a few fields before the message can [...]
SMS Statistics
November 2, 2012 By
Once an SMS has been sent statistics will come in. To see them go to Marketing > Mobile > Bulk SMS Messages. Change the view toSent. Open one of the records there to see the individual statistics on it. Once opened, click on Statistics on the left side. Here, in the Total graph you’ll see [...]
Why is my data not prepopulating?
October 1, 2012 By
When you create an Email Send and choose an Email Template, are the Subject and Editor Type not automatically being filled? This means that the domain that you are using when you access CRM is different from the one that you were on when you registered your ClickDimensions. This can be fixed in a few [...]
SMS Unsubscribes
September 9, 2012 By
Just like with emails people can unsubscribe from receiving text messages from you. You must have your inbound number set up correctly. Remember the numbers in your contact, lead, and account records must start with the + and country code and have no spaces or punctuation. This is imperative for the unsubscribes to work. The SMS Replies [...]
Why Won’t My Form Show Up in IE8?
April 24, 2012 By
If the form you created with the Form Builder and embedded into a page of yours using the iframe code does not show, complete the following. You’ll have to allow trancparency because IE8 does not recogonize it without this. To do this just add allowtrancparency=”true” to your iframe code. It will look like this before: [...]
Why Aren’t My Email Links Working?
April 17, 2012 By
If the links in your email are not working correctly, there are a couple fo things it could be: A. Your CNAMEs were set up incorrectly or not completed. B. There is some sort of internal block set by your company. Tests and Solutions: A. CNAME First click on the link in the email that does not [...]
Find Your Way Around the Landing Page Block Editor
March 15, 2012 By
After you have created your Landing Page and pressed save, your Block Editor will appear. To choose a layout, click on the Layouts button in the top toolbar. This will open a new window called Layouts Dialog. There are 9 layouts to choose from, but you can always add, subtract, move, and edit the blocks once you’ve [...]
Custom HTML Editor
March 11, 2012 By
The Custom HTML Editor is useful for those who have created their entire template in another program, have the HTML file, and do not want to make many changes. Or for those who know HTML because this editor is strictly HTML. After you’ve created an Email Template and saved the Custom HTML editor will appear [...]
