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 […]

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 […]

Tracking Event Registrants Using Form Submissions

ClickDimensions includes a handy feature called Event Management that allows a user to create a connection between an Event Management service, such as GoToWebinar or WebEx, and automatically have records created within CRM to track the creation of events and registrants for said events. This works well if you are hosting events using the aforementioned services, […]

New Release: October 2013 Update

ClickDimensions October 2013 Update We are pleased to announce some superb new features for our October 2013 release! The new update is available to all partners and customers starting today, Tuesday, October 15. See a video below!   Starting on October 15th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to […]

New Release: July 2013 Update

Now Available! ClickDimensions July 2013 Update ClickDimensions is pleased to announce our latest release! These new features are available on July 15, 2013.Starting on July 15th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we are planning the update […]

Introduction to Lead Scoring

What is Lead Scoring? Scoring refers to measuring the interest level of an individual (i.e. Lead, Contact or Anonymous Visitor) in relation to your business or product. Score is calculated based on a number of criteria, including email clicks, web form submissions, visits, page views, link clicks and file downloads. The more someone clicks on your emails and visits your […]

New Release: February 2013 Update

ClickDimensions February 2013 Update ClickDimensions is pleased to share a little love with our customers this Valentine’s Day with our February 2013 release! Starting on February 14th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we […]

SMS Replies

<< SMS Statistics Introduction SMS Unsubscribes >>   This article explains how to configure Twilio to allow SMS recipients to respond to your SMS messages and associate the response to their CRM lead or contact records. To begin, login to your Twilio account. After doing so, go to the Numbers view. Click the number that is […]

Setup Domain Records

A Domain Record is a record of the domain of any website upon which you intend to place the ClickDimensions tracking script on or embed a Form, Survey, Landing Page, or Subscription Management page. Domain records are used in conjunction with the tracking script to track web events. Video Written Instructions [tab name=”CRM 2013/2015/2016″] Step 1: Navigate to the Domains and create New. Domain […]

Register for Your ClickDimensions Package – CRM 2013/CRM 2015

Once you have received your welcome email from ClickDimensions, and you’ve completed step 1, you need to register. You’ll be given a link in your email to do that. In this article, the form you need to fill out will be explained. This is the form you will see if you have CRM 2013 or […]