Export and Import ClickDimensions Records

Use the Export and Import features within ClickDimensions Settings to move ClickDimensions entities from one Dynamics environment into another.  You can either select the individual records, or choose all items of a certain kind. The entities you may Export/Import are: Email Templates Domain Records Form Fields [tab name=”How to Export”] To get started, navigate to […]

Social Posting: Set Up Facebook Connector

The Facebook connector for ClickDimensions allows Users to create social posts to Facebook from within your CRM environment.  The connection works with the Facebook API and allows Users to create social posts on a Facebook Page (a Page on Facebook is considered a public profile specifically for businesses, brands, and other organizations; it is not […]

Social Posting: Creating a Facebook Social Post

The Facebook connector for ClickDimensions allows Users to create social posts to Facebook from within your CRM environment.  The connection works with the Facebook API and allows Users to create social posts on a Facebook Page (a Page on Facebook is considered a public profile specifically for businesses, brands, and other organizations; it is not […]

Introduction to ClickDimensions | General Overview & Resources Recorded Lesson

This is a brief lesson designed to help new ClickDimensions users navigate the solution within CRM, begin training, and access resources to ensure the best possible start using ClickDimensions. NOTE: You will need to register for this session in order to access the recorded lesson.  The password is provided in the confirmation email you will […]

ClickDimensions Image Manager API

Image Manager API ClickDimensions supports API operations to allow interacting with the Image Manager component of Email Template and Web Content editors. This API is helpful for migrating images from legacy marketing applications or to enable integrations with marketing resource libraries. The Image Manager API includes methods to retrieve folder content, add/delete image folders and […]

CD301 Recording

In order to receive the password for this video, you must register and be approved for our CD301 course.  This is available to ClickDimensions customers and partners only.  CD101 and CD201 courses must be taken first as prerequisites to access CD301. Register for CD301 here. Register for CD101 and CD201 courses here.

Power BI Content Pack

Power BI is a suite of business analytics tools to analyze data and share insights.  With Power BI, you can create data visualizations and dashboards that improve reporting and understanding of data from a variety of services and solutions, including ClickDimensions.  ClickDimensions data can be brought into your Power BI account via our Power BI […]

Introduction to Campaign Automation

Series, Actions, and Timers >> Campaign Automations allow you to set up dynamic paths for a contact or lead to follow based on actions taken by that contact or lead. For example, if the contact fills out a form you can send them an email then wait to see if they click on Link A […]

Power BI Content Pack

Power BI is a suite of business analytics tools to analyze data and share insights.  With Power BI, you can create data visualizations and dashboards that improve reporting and understanding of data from a variety of services and solutions, including ClickDimensions.  ClickDimensions data can be brought into your Power BI account via our Power BI […]

Campaign Automation: Negative Path

<< Decision Node Introduction Send Email Action >>   All triggers (with the exception of Manual Add) in a Campaign Automation have the ability to check if the participant (Lead or Contact in the Campaign Automation) did not complete the trigger event within a certain amount of time. Interested in attending a live training webinar on Campaign […]