Campaign Automation: Send Email Action

<< Negative Path Introduction Add to List Action >>   The Send Email action is used in campaign automations to send a ClickDimensions email to an individual lead or contact that is in a campaign automation. Actions are located within a series. To learn more about series and actions, read this article. NOTE: The Send Email Action will check the values […]

Campaign Automation: Send SMS Action

<< Campaign Response Action Introduction Wait Timer >> The Send SMS action is used in campaign automations to send a SMS (text) message to an individual lead or contact that is in a campaign automation. Actions are located within a series. To learn more about series and actions, read this article. To add the Send SMS action, drag […]

Campaign Automation: Campaign Response Action

<< Notify a Team Action Introduction Send SMS Action>>   The Campaign Response action is used in Campaign Automations to create a Campaign Response within a specified CRM Campaign record.  Campaign Responses allow you to record replies you get from potential customers to a specific marketing campaign to make sure your team can act on […]

Campaign Automation: Statistics

<< Date Timer Introduction Campaign Automation: Participants >>   The statistics for your Campaign Automation are found within the Campaign Automation Builder, under the Statistics tab. Interested in attending a live webinar about Campaign Automation? Click here to register! NOTE: This is currently a BETA feature for ClickDimensions. BETA features are in their first iteration […]

Campaign Automation: Participants

<< Campaign Automations: Statistics Introduction Campaign Automations: Timeline>> From the Participants tab, you can see the status of the individual within the Campaign Automation. This will list the individual as Running, Paused, Error Recovery, Failed, Completed, or Stopped. Below is a list of what each of these statuses means: Running The participant is actively progressing […]

Campaign Automation: Timeline

<< Participants Introduction Clone a Campaign Automation >>   Interested in attending a live webinar about Campaign Automation? Click here to register! From the Campaign Automation Builder, click the Participants tab.  Here you’ll have access to the Timeline of each individual participant involved in the Campaign Automation, click the corresponding link within the Timeline column […]

Clone a Campaign Automation

<< Campaign Automation: Timeline Introduction   After you create a Campaign Automation, you may want to use the same information to create another Campaign Automation. You can duplicate the Campaign Automation so that everything from the original Campaign Automation is placed into a new Campaign Automation. This is the best way to create a Campaign Automation similar to […]

ClickDimensions Import Tool

The Import function allows you to pull in a list of participants into CRM, create new Leads or Contacts for any new participants (based on the email address), and add existing and newly created record to a Marketing List, remove them from a Marketing List, or generate Event Participations for them. This extends CRM’s native […]

Manually Updating ClickDimensions

Manually updating ClickDimensions is going to be very similar to deploying it. This article will detail the whole process, but if you’ve deployed ClickDimensions, please note that there are just a few extra steps that you should be aware of. System Requirements: For on-premises deployments of CRM 2011, Update Rollup 12 or newer is required […]

Introduction to Events

Event and Event Participation records can either be created manually, or they can be created via one of ClickDimensions event-specific connectors: GoToWebinar, WebEx, Eventbrite, and Cvent. ClickDimensions has two options for Webinar Integration – GoToWebinar and WebEx, and two options for in person events – Eventbrite and Cvent. You can integrate as many accounts of any […]