Introduction to Deployment

What is Deployment? Deployment is CRM’s term for installation. This guide will take you through the steps to successfully install ClickDimensions into your CRM environment. Please note that you will need the correct security privileges in order to deploy. How to Deploy ClickDimensions Set Up Steps General ClickDimensions security requirements Preparing to register? Test your […]

Use a CRM Workflow to Deactivate Leads or Contacts that have Hard Bounced

When it comes to email bounces, ClickDimensions makes a distinction between what are called Soft Bounces and Hard Bounces. Soft Bounces are less permanent issues, such as the recipient’s inbox was full. Hard Bounces are permanent and can be caused by an incorrect email in a Lead or Contact record. Since we automatically stop emailing […]

New Release: ClickDimensions November 2012 Update

Social Sharing in Email Marketing | New Feature! ClickDimensions is pleased to announce the release of ClickDimensions 4.1.0, packed with new features and improvements! These new features are now available to all existing customers at no additional cost. Customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an […]

Individual SMS

<< Bulk SMS Introduction SMS Statistics >>   There are two ways to send an SMS – Bulk SMS to a Marketing List or Individual SMS to one Contact, Lead, or User. In this article we will show how to send an individual text message. [tab name=”CRM 2013/2015/2016″] Step 1: Create new Text Message When […]

SMS Statistics

<< Individual SMS Introduction SMS Replies >>   [tab name=”CRM 2013/2015″] Once an SMS has been sent statistics will come in. To see them go to Marketing > Mobile > Bulk SMS Messages. Change the view to Sent. Open one of the records there to see the individual statistics on it. Once opened, scroll down to Statistics. […]

Why is my data not prepopulating?

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

<< SMS Replies Introduction   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 […]

Which Version of ClickDimensions Do I Have?

Need to know which version of ClickDimensions you have? Here is how to find out. [tab name=”CRM 2013/2015/2016″] Navigate to Settings > ClickDimensions Settings. Click on Auto Update. [/tab][tab name=”CRM 2011″] Navigate to Settings > ClickDimensions Settings.                            Click on Auto Update. [/tab][end_tabset] […]

Introduction to Web Tracking

What is Web Tracking Used for? Web Tracking will give you insight on how your website is being used and record the traffic that accesses it. You can see which pages have been clicked on, how long a user spent on a certain page, and how they got to your website, among other valuable information. […]

What do I do if my ClickDimensions solution file does not match my CRM environment?

If you’ve gone to Settings > ClickDimensions Settings and noticed that your CRM URL doesn’t match the External CRM URL listed there in the settings area, then you either have an internal CRM URL or you have the wrong solution file installed in your environment. Let’s take a look a both situations. [tab name=”CRM 2013/2015/2016″] […]