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 […]

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 […]

Campaign Automation: Submitted Survey Trigger

<< Submitted Subscription Trigger Introduction Email Interaction Trigger >>   The Submitted Survey 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 survey, the Campaign Automation will begin. Add a Submitted Survey trigger to the canvas and click […]

Campaign Automation: Added to List Trigger

<< Email Interaction Trigger Introduction Remove from List 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 […]

Campaign Automation: Removed from List Trigger

<< Added to List Trigger Introduction Manual Add Trigger >>   The Removed from 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 removed from the specified static-type marketing list, that contact or lead will enter the Campaign Automation. To use the […]

Campaign Automation: Registered for Event Trigger

<< Manual Add Trigger Introduction Attended Event Trigger >>   NOTE: This feature is only available for users of CRM 2013+. The Registered for Event 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 registered for the selected event, the Campaign Automation will […]