What firewall changes are needed to allow ClickDimensions proper access to your CRM On-Premise deployment?

Many corporate firewalls restrict communication with web services by IP addresses and ports through the use of firewalls, proxies and other security mechanisms. This can cause ClickDimensions and CRM to be unable to communicate. The ClickDimensions application is hosted in Microsoft Azure, a secure, reliable hosted compute platform in Microsoft data centers. The following information […]

SPF Records For ClickDimensions

The Short Version (For Advanced Administrators): To include the ClickDimensions mail servers in your SPF record, simply add this include statement to your SPF record at your domain’s DNS host: include:customers.clickdimensions.com TIP: Check to make sure your SPF record is valid by using a tool like Kitterman.com. What Happens If I Don’t Set up an SPF […]

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 […]