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 […]

ClickDimensions Partner Training

[tab name=”Upcoming”] Welcome to ClickDimensions Partner Training! Welcome to ClickDimensions Partner-exclusive training!  Please sign up for the available training webinars listed.  A recorded version of the lesson is provided after live sessions are hosted under the Featured tab.  New sessions will be added each month. Do you have a suggestion for a topic we can cover […]

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: 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 […]

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 […]

Campaign Automation: Attended Event Trigger

<< Registered for Event Trigger Introduction Decision Nodes >>   The Attended Event trigger may be used as an Entry Point Trigger or as an Internal Trigger. NOTE: This feature is only available for users of CRM 2013+. If the trigger is an entry point and a contact or lead has attended the selected event, the Campaign Automation will […]

Campaign Automation: Decision Node

<< Manual Add Trigger Introduction Negative Path >>   The Decision Node is used in Campaign Automations to determine which path a participant (Lead or Contact in the Campaign Automation) will go down based on specified criteria. Interested in attending a live webinar about Campaign Automation? Click here to register! The Decision Node will automatically appear once you connect […]

Campaign Automation: Assign Owner Action

<< Remove from List Action Introduction Notify User Action >>   The Assign Owner action is used in Campaign Automations to assign a lead or contact to a CRM User or Team. Actions are located in series. To learn more about series and actions, read this article. To add the Assign Owner action, drag and drop it on the […]

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 […]