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 […]

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 test […]

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 […]

Personalize Email Subject Lines

Personalization is a key component to effective email marketing. With ClickDimensions you can personalize not only the body of your emails but also the subject lines of your emails. You do this simply by adding our personalization fields to the subject of your email template. Let’s look at the specific steps involved: [tab name=”CRM 2013/2015/2016″] […]

Edit Template in Email Send Record

<< Add Recipients Introduction Test Email >>   Once you’ve created an Email Send record and optionally inserted the template you want, you can edit that template and its text version. [tab name=”Dynamics 365″] Step 1: Edit the HTML Version Here you will see the template you chose. You can now make any changes you’d […]

Email Send: Split (A/B) Testing

What is Split Testing? With Split Testing you can test two versions of your email with varying subject lines, content (i.e. template) and/or ‘from’ address.  The two versions are referred to as the Version A and the Version B.  You will determine what percentage of your recipients should receive the A and B versions until a winning […]

How to Cancel an Email Send

After choosing to send an Email Send, you may realize that you made a typo on your email template or forgot to add a particular recipient and decide that you want to cancel the Email Send to fix the error. We will explain how to cancel a send that you’ve chosen to send in the […]

Schedule an Email Send

On the Email Send record, there is a field called Send Immediately. This field allows you to choose either to send out an Email Send immediately when the Send button is clicked, or schedule the Email Send to be sent out at a later date and time. Whether you choose to send your Email Send now or at a later […]

Send an Email Send

<< Test an Email Send Introduction After you’ve created your Email Send record, added your recipients, tested your email, and you are satisfied, then you are ready to Send. To send your Email Send, begin by clicking Send. [tab name=”CRM 2013/2015/2016″] If you are sending to more than 1 recipient, the following confirmation screen will display: […]