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 Partner Training

[tab name=”Upcoming”] Welcome to ClickDimensions Partner Training! Welcome to ClickDimensions Partner-exclusive training!  Please sign up for the available training webinars listed.  A recorded version of the lesson is provided after live sessions are hosted under the “Featured” tab.  New sessions will be added each month. Do you have a suggestion for a topic we can […]

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 a 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 […]

Campaign Automation: Series, Actions, and Timers

<< Intro. to Campaign Automation Introduction Submitted Form Trigger >>   When building a Campaign Automation, once a participant (Lead or Contact in the Campaign Automation) completes a trigger, you will want to take action, whether it is sending an email to the participant, assigning the participant to a different user, notifying users, etc… All of this […]

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: Email Interaction Trigger

<< Submitted Form Trigger Introduction Added to List Trigger >>   The Email Interaction trigger may be used as an Entry Point Trigger or an Internal Trigger. If the trigger is an entry point an Email Send draft will be selected and then sent when the Campaign Automation is Published. It will then check to see which contacts […]

Campaign Automation: Added to List Trigger

<< Email Interaction Trigger Introduction Manual Add Trigger >>   The Added to List trigger may be used as an Entry Point Trigger or as an Internal Trigger. If this trigger is an entry point, any time a contact or lead is added to the specified static-type marketing list, that contact or lead will enter the campaign automation. To use […]