Protecting your Form Builder Form from Spam

You can always use the CAPTCHA to protect your form from spam, but now ClickDimensions automatically adds another layer of security to all form submissions with your Form Builder. ClickDimensions has added some code which will create an empty hidden Form Field on your form. Humans won’t notice it, but bots will. When bots try […]

Familiarize yourself with ClickDimensions Features

If you’re brand new to ClickDimensions, you might not be sure where to get started. Since we fully integrate with CRM, it might not be obvious which features are unique to ClickDimensions and how they work. ClickDimensions features are found mostly within two main sections of CRM: Marketing and Settings. (Activities, which ClickDimensions uses for […]

Clone a Web Content Record

After creating a Web Content record (such as a form, survey, subscription page or landing page), you may wish to create another that is very similar to it. This functionality is now available by Cloning the Web Content record. In order to clone the record, simply click the “Clone” button on the ribbon at the […]

Publishing Web Content

When creating a Web Content record, there are two parts to the process. First, you create the record itself within CRM, then you click save and click Design to open up the Web Content designer. Oftentimes, you may find that you want to change something about your Web Content after designing and embedding it. For […]

Web Content Web Responsiveness

<< Create a Form Introduction Embed a Form >> Any Form, Survey, or Subscription Management Page records created in ClickDimensions are set to be web responsive by default. This means that the layout of the fields and components on the Web Content record will dynamically rearrange in order to best fit the size of the display on […]

Unsubscribes and the CAN-SPAM Act

In 2003, the United States passed the CAN-SPAM act to prevent citizens from receiving unsolicited and disrupting spam messages through email. The following is a basic summary of the major points of the bill. All emails must have: An obvious unsubscribe link A truthful and accurate subject line and from email address The street address […]

Link a Survey Response to a Case

Do you want to send a survey to your customer when a case is resolved and have the response linked to the case in CRM? Here is how: First, we will install a custom workflow assembly that will let us get a record’s ID so we can use it in a link. Then we will […]

Mapping to a Lead’s Topic field: Hidden Form Fields

Sometimes it can be helpful to store information on a Lead or Contact record that the customer didn’t fill out themselves. For example, you may want to make a note of which form identified them, or that they submitted a special form on your website, or simply to have a Lead’s “Topic” field be filled […]

Customizing a ClickDimensions Landing Page with CSS

If you are creating a Landing Page in ClickDimensions with the Block Editor you may want to be able to add extra scripts like CSS, JavaScript, and the like to your page. This article will give an example of how you can edit the CSS of the page for advanced styling options. [tab name=”CRM 2013/2015/2016″] […]

Introduction to Events

ClickDimensions has two options for Webinar Integration – GoToWebinar and WebEx and one option for in person events – Eventbrite. You can integrate as many accounts of any of these as you like. Read below for more information on what these are and how to set them up. What is GoToWebinar Used for? GoToWebinar is […]