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 […]

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 […]