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 […]

Email Editors: Personalization

<< Add Text Introduction Pull Elements from a Web Page>> One of the benefits of using ClickDimensions in your CRM is that you can personalize your email with CRM data. You can personalize the email with information from Lead, Contact, and Account records as well as the Sender record. In this example, we are going to […]

Email Editors: Hyperlink Manager

<< Add Personalization Introduction Social Sharing Block>> The Hyperlink Manager allows you to add a variety of different links, such as standard hyperlinks, unsubscribe links, and mailTo links, to the content of Email Templates. NOTE: The Drag and Drop Editor and Freestyle Editor have identical Hyperlink Managers, so they will be discussed in tandem. Drag and Drop & […]

Introduction to the Block Editor

[tab name=”CRM 2016″] After you have created your template and clicked Save, you will be able to start designing your template. Using the Block Editor Set Up Steps Block Editor Right Click Menu Add Content in the Block Editor Text Editor in the Block Editor HTML Editor in the Block Editor Image Manager Hyperlink Manager […]

Block Editor Right-Click Menu

[tab name=”CRM 2013/2015/2016″] In the container view of the Block Editor, you can remove, add, change the size, edit, and change the content of blocks. To do this, right-click on the block you’d like to edit. This is the menu that will appear if you click on a block with content: Remove block Deletes the […]

Block Editor: Add Content

[tab name=”CRM 2013/2015/2016″] You’ll need to start by selecting a layout. After you’ve done that, you see something like this: Right click the block you want to add content to, and select Add Content from the menu. NOTE: Add Content will change to Edit Content once there is content in the block. First you’ll choose […]

Block Editor: Set Text Editor

<< Add Content Introduction Hyperlink Manager >>   [tab name=”CRM 2013/2015/2016″] You will see the screen below if you choose a layout in the Block Editor with a text component [after you have chosen your image]. The buttons in this window are described below. NOTE: If you chose the HTML layout, the window will be […]

Block Editor: HTML Block

[tab name=”CRM 2013/2015/2016″] You will see the screen below if you choose the HTML layout in the Block Editor. The buttons in this window are described below. Top Spell Check: After inserting the content of the email, use the spell check to make sure the spelling is correct. Social Sharing: Opens the dialog to insert social […]

Block Editor: Image Manager

<< Set Text Introduction Hyperlink Manager >>   When you’re designing an Email Template in the Block Editor you can use the Image Manager to insert images in an HTML content block. [tab name=”CRM 2013/2015/2016″] Place your cursor where you want the image to go and click on the Image Manager button: That will open […]

Block Editor: Hyperlink Manager

<< Set Text Editor Introduction Hyperlink Manager >> In the Block Editor you can insert a hyperlink into your email. Highlight the text or select the image you’d like to hyperlink and then click on the Hyperlink Manager button in the ribbon. [tab name=”CRM 2013/2015/2016″] That will open the Hyperlink Manager Dialog. Hyperlink Tab URL: Place […]