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 […]

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: Statistics

<< Date Timer Introduction Campaign Automation: Participants >>   The statistics for your Campaign Automation are found within the Campaign Automation Builder, under the Statistics tab. Interested in attending a live webinar about Campaign Automation? Click here to register! NOTE: This is currently a BETA feature for ClickDimensions. BETA features are in their first iteration […]

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, […]

ClickDimensions Import Tool

The Import function allows you to pull in a list of participants into CRM, create new Leads or Contacts for any new participants (based on the email address), and add existing and newly created record to a Marketing List, remove them from a Marketing List, or generate Event Participations for them. This extends CRM’s native […]

ClickDimensions Error Trace

The Error Trace within Settings > ClickDimensions > ClickDimensions Settings can show you any errors you’ve encountered while using ClickDimensions. [tab name=”CRM 2013/2015/2016″] Navigate to Settings > ClickDimensions Settings and from there click Error Trace. [/tab] [tab name=”CRM 2011″] Navigate to Settings > ClickDimensions Settings and from there click Error Trace. [/tab][end_tabset] The following screen […]

My Scheduled Email Didn’t Get Sent on Time – Reasons why this might happen

With ClickDimensions, you can schedule an Email Send to go out on the date and time you desire: Note: When you set these options, you must “Save” the Email Send record BEFORE pressing “Send”. When using this option to schedule an email, the request to ClickDimensions is not submitted to our system until the date […]