Unlock a Marketing List

In Microsoft Dynamics CRM, marketing lists have the ability to be locked or unlocked by changing the value of the Locked field. Members cannot be added to or removed from a locked marketing list. There are certainly times where it is appropriate to lock a marketing list, but doing so may interfere with various ClickDimensions […]

Introduction and Deployment of ClickDimensions for Administrators

This course covers deployment of, as well as an introduction to, the ClickDimensions Solution with considerations for administrators and partners. This course is necessary to become a ClickDimensions Certified Professional. 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 […]

Social Marketing: Create a Social Post

 << Set Up Twitter Connector with Oktopost  Intro. to Social Marketing View Activity from Social Posts in CRM >>   Thanks to ClickDimensions Social Marketing, creating, scheduling, and publishing social posts to various social profiles and tracking the click activity is easy!  This is a powerful way to enhance your marketing efforts and engage with […]

Which Version of CRM am I using?

There are a number of different versions of CRM; which one you are using will affect things such as how you navigate in your environment, how things look, and which ClickDimensions solutions we generate for your environment when you update. You can see which version of CRM we have on record for your environment by […]

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 Landing Pages Survey Questions [tab name=”How to Export”] To […]

Which CRM License Types Work with ClickDimensions Functionality?

ClickDimensions provides a robust automated marketing solution that provides your organization with the tools you need to effectively communicate and market to your customers. With the new release of Dynamics 365, Microsoft has made changes to their licensing structure. This help article will keep you informed about what CRM licensing is required for each CRM […]

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 […]

Campaign Automation: Submitted Form Trigger

<< Series, Actions, and Timers Introduction Email Interaction Trigger >>   The Submitted Form trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has filled out the selected form, the Campaign Automation will begin. Add a Submitted Form trigger to […]

Campaign Automation: Submitted Subscription Trigger

<< Submitted Form Trigger Introduction Submitted Survey Trigger >>   The Submitted Subscription trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has submitted the selected subscription page, the Campaign Automation will begin. Add a Submitted Subscription trigger to the canvas and click on […]

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 […]