New Release: April 2016

ClickDimensions April 2016 Update Version 8.0.0 Highlighted below are the key features in our April 2016 release Customers using CRM 2011, 2013, 2015, 2016, or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we have scheduled the update to take […]

Campaign Automation: Manual Add Trigger

<< Added to List Trigger Introduction Decision Node >>   Adding the Manual Add trigger to your campaign automation will give you the ability to add a contact or lead to the campaign automation manually from the contact/lead record. The Manual Add trigger can only be used as an Entry Point Trigger. To use the Manual Add trigger, drag and drop […]

Campaign Automation: Add To List Action

<< Send Email Action Introduction Remove from List Action >>   The Add to List action is used in campaign automations to add a lead or contact in the automation to a static-type marketing list. Actions are located within series blocks. To learn more about series and actions, read this article. To add the Add to List […]

Campaign Automation: Remove From List Action

<< Add to List Action Introduction Assign Owner Action >>   The Remove from List Action is used in automations to remove lead or contact in the automation from a marketing list. Actions are located in series. To learn more about series and actions, read this article. NOTE: Removing the participant from the marketing list they may have […]

Campaign Automation: Assign Owner Action

<< Remove from List Action Introduction Notify User Action >>   The Assign Owner action is used in automations to assign a lead or contact to a user. Actions are located in series. To learn more about series and actions, read this article. To add the Assign Owner action, drag and drop it on the canvas. Click the node […]

Campaign Automation: Notify User Action

<< Assign Owner Action Introduction Create CRM Task Action >>   The Notify User action is used in campaign automations to notify CRM Users when a lead or contact reaches that point in the automation. You can send a notification containing a custom message, and if the Notify User action follows a Submitted Form trigger, the notification will include […]

Campaign Automation: Create Task Activity Action

<< Notify User Introduction Workflow Action >>   The Create Task Activity action is used in Campaign Automations to create a task in the Activities area of CRM. The task created will be regarding the Lead or Contact in the Campaign Automation. Actions are located in series. To learn more about series and actions, read this article. To […]

Campaign Automation: Workflow Action

<< Create Task Activity Action Introduction Notify Team Action >>   The Workflow action is used in campaign automations to run a workflow on a Lead or Contact in the campaign automation. Actions are located within a series block. To learn more about series and actions, read this article. To add the Workflow action, drag and drop it […]

Campaign Automation: Notify Team Action

<< Workflow Action Introduction Campaign Response Action >>   The Notify Team actions is used in Campaign Automations to notify a team of users in your CRM. You can send a notification containing a custom message, and if the Notify Team action follows a Submitted Form trigger, the notification will include the information submitted in […]

Campaign Automation: Wait Timer

<< Send SMS Action Introduction Date Timer >>   The Wait timer is used in Campaign Automations to tell the automation to wait a specific amount of time before continuing for the individual participant (the Lead or Contact in the Campaign Automation). Timers are located within series blocks. To learn more about series and timers, read this […]