Multiple Email CNAMEs

<< Setup CNAMEs Introduction Import Unsubscribes & Suppression Lists >> A CNAME is a way you can brand certain links when using ClickDimensions. If you prefer your customers to see your company’s domain name instead of ClickDimensions, you can set up a CNAME for email links and another one for forms and surveys. It is […]

CRM 2016 appundefined Error

Some customers on CRM 2016 with ClickDimensions version 8.2.0 or higher may encounter the following error when using certain ClickDimensions features: appundefined.clickdimensions.com Why does it occur? This error occurs because the ClickDimensions solution file for CRM 2016 is a generic file and retrieves the Account Key and Data Center from the settings.xml file. ClickDimensions URLs are created […]

Publish Metadata

After installing ClickDimensions in Microsoft CRM, you must publish your CRM’s metadata to our system. Publishing your CRM’s metadata will make custom fields available for use in creating Email Templates or when mapping Form Fields for use in a ClickDimensions Form. (For example, if you have added a field to the Contact entity to track the […]

Deliverability: DKIM Signing

ClickDimensions employs industry-standard best practices to ensure the highest level of deliverability for its customers. One of these practices is the use of DKIM Signing. DKIM signing is a way for an email to be associated with a sending domain by the inclusion of an encrypted signature in the email’s header. This signature corresponds to a […]

February 2013 Release: Manual steps

The ClickDimensions February 2013 release has made significant changes to the way that web analytics and posted forms are synchronized to our customers’ CRM systems. As a result of the changes made in the ClickDimensions cloud application, our customers should immediately deactivate the following plugin steps in their CRM: PageViewPlugin (two steps registered on the Create […]

What are the ClickDimensions Security Roles used for?

During installation of the ClickDimensions solution, four security roles are created in CRM.  These roles are specific to ClickDimensions and have very different purposes.  The following list describes each ClickDimensions security role and its intended purpose. ClickDimensions Core This role should be assigned to all users (even if not using ClickDimensions).  It contains the minimum set […]

ClickDimensions Security Role Settings

The ClickDimensions comes with four Security Roles: ClickDimensions Core, ClickDimensions User, ClickDimensions Service, and ClickDimensions Lock Email Blocks. Click on the tabs below to see each security role’s default settings. [tab name=”CD Core”] ClickDimensions Core Security Role Core Records Tab – No Privileges set Marketing Tab – No Privileges set Sales Tab– No Privileges set Service Tab […]

Custom Security Roles for ClickDimensions

By default, ClickDimensions has three security roles: ClickDimensions Core, ClickDimensions User, and ClickDimensions Service. An overview of each of those security roles can be found here and a more detailed description can be found here. We do not recommend that you edit the ClickDimensions Core, User, and Service security roles because the next time your ClickDimensions is upgraded […]

Connectivity for the ClickDimensions solution

CRM must be accessible from the internet in order for ClickDimensions to work, and your CRM system must be able to access ClickDimensions. If you use CRM on-premise, we recommend Microsoft’s prescribed method of Internet-Facing Deployment (IFD) for CRM. An alternate method is discussed below. What you need to register: To register with ClickDimensions, you must have the […]