Campaign Automation: Notify Team Action

<< Workflow Action Introduction Campaign Response Action >>   The Notify Team Action 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: 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: 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 can be added to the canvas individually, or they can be included within Series. […]

Campaign Automation: Date Timer

<< Wait Timer Introduction Statistics >>   The Date Timer is used in Campaign Automations to tell the automation to wait until a specific date before continuing for the individual participant (the Lead or Contact in the Campaign Automation). Timers can be added to the canvas individually, or they can be included within Series. To learn […]

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 […]

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 […]

Set Up WebEx Integration

[tab name=”CRM 2016″] You will need to have an account with WebEx before beginning these steps. Be sure to have the Event Center (not Meeting Center) version. Step 1: Navigate to ClickDimensions Settings and open Connectors To get started, you’ll need to click on the arrow by Microsoft Dynamics CRM and choose Settings > ClickDimensions […]