Familiarize yourself with ClickDimensions Features

If you’re brand new to ClickDimensions, you might not be sure where to get started. Since we fully integrate with CRM, it might not be obvious which features are unique to ClickDimensions and how they work. ClickDimensions features are found mostly within two main sections of CRM: Marketing and Settings. (Activities, which ClickDimensions uses for […]

Considerations when performing a database restore for a CRM system integrated with ClickDimensions

When performing a restore of a CRM database, it is important to note that in certain scenarios Email Sends which have completed may run again after the database restore is complete. Understanding Scheduled Email Sends Email Sends which are scheduled to run in the future use workflows in CRM.  These workflows wait until the date/time […]