Introduction to Email Marketing

What is Email Marketing Used for? Email marketing is a way to send emails to your customers or clients in order to maintain or foster interest in your product or service. Examples of email marketing include newsletters, special offer messages, and instructional or automated emails. With ClickDimensions, you can track information about how your customers […]

Create an Email Template

<< Intro to Email Marketing Introduction To send an email, it is good to start with creating an Email Template. This allows you to use this content again later, or make a clone and change some of the content for a new email. [tab name=”CRM 2016″] Step 1: Navigate to Email Templates and create new […]

Add Recipients to Email Send

<< Send an Email Template Introduction Edit Template in an Email Send Record>> ClickDimensions allows you to send to any combination of Leads, Contacts, Accounts, and Marketing Lists (including any combination of Static, Dynamic, Lead, and Contact Marketing Lists). You’ll be able to do this after you’ve entered the required information into the Email Send […]

Test an Email Send

<< Edit Template in an Email Send Record Introduction Send an Email Send >>   Once you’ve created your Email Send, you will want to test the email prior to sending it to ensure it displays as you want it to in your email client. When you test an email, you will probably want to […]

Email Send: Send an Email Template

Introduction Add Recipients >> An Email Send is the record where you set up the information for sending an email through ClickDimensions. Anytime an email is sent through ClickDimensions, you are at some point going to create an Email Send record. In this section, you will learn how to send your Email Template to multiple recipients using […]

What is and is not allowed in an Email?

What kind of content can I include in an email? 1. Text Every ClickDimensions email editor allows users to type in any text they would like to include in their email. Users can also paste text from other sources, such as Microsoft Word, but it is strongly advised to use the ‘paste as plain text’ […]

Email Send Statistics: Sent Emails

<< Statistics Graphs Introduction Social Sharing Statistics >>   Every time you send an email via an Email Send record, ClickDimensions creates a Sent Email record for each recipient who was sent an email. In these Sent Email records, you are able to see how many times the recipient opened an email, how many times […]

Quick Send

In order to send a template to one person very quickly, set up a Quick Send Template and then use the Quick Send feature from the Opportunity, Contact, or Lead records. This would be useful if you send the same email on an individual basis often. For example, if a salesperson routinely makes calls and then […]

Set Up RSS to Email Connector

This feature supports pulling content from RSS that use the Open Graph tagging protocol to identify content elements. (Please note that ClickDimensions does not provide assistance for implementing Open Graph on your website.) Read more about Open Graph. RSS to Email will allow you to automatically send emails to marketing lists at set times straight […]

Introduction to the Free Style Editor

<< Intro to Email Marketing Introduction Layout Manager >> Using the Free Style Editor Set Up Steps Layout Manager Image Manager Hyperlink Manager Personalize E-mail Content Insert Social Sharing Links Inbox Preview Additional Functionality Clone an Email Template [tab name=”CRM 2013/2016″] Written Instructions To get started, click the Open Editor button under HTML Version in the template […]