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 […]

Introduction to Deployment

What is Deployment? Deployment is CRM’s term for installation. This guide will take you through the steps to successfully install ClickDimensions into your CRM environment. Please note that you will need the correct security privileges in order to deploy. [tab name=”365, CRM 2013/15/16″] Installing ClickDimensions ClickDimensions security requirements Preparing to register? Test your CRM external […]

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 […]

Set up Eventbrite Integration

Eventbrite is an online ticketing platform that people all over the world use to create events, sell tickets and manage registrations for events of all types and sizes. This article will show how to setup the connection to your Eventbrite account. See here for what information ClickDimensions syncs from Eventbrite. NOTE: Eventbrite has changed their service […]

Individual SMS

<< Bulk SMS Introduction SMS Statistics >> There are two ways to send an SMS – Bulk SMS to a Marketing List or Individual SMS to one Contact, Lead, or User. In this article we will show how to send an individual text message. [tab name=”CRM 2013/2015/2016″] Step 1: Create new Text Message When a […]

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. Information on how BulkSMS handles replies can also be found at the bottom of this article. Twilio Replies To begin, […]

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 […]

Create a Landing Page

  << Create Individual Form Fields Introduction Form Actions >>   Landing Pages are available to customers who have purchased the Standard license or above. IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your Landing Page. [tab name=”Dynamics 365/CRM 2016″] Step 1: Create a Web Content Record Web Content […]