ClickDimensions Execute Send Workflow

The ClickDimensions solution includes several workflows that are used to help automate different processes in CRM. A significant workflow among these is the ClickDimensions Execute Send workflow. This workflow is used in the process of sending out a scheduled Email Send and in split tests, and is triggered when the Email Send’s status changes from […]

Email Statistics: Conversions

<< Email Statistics: Email Clients Introduction Email Statistics: Click Report >>   If you would like to review information about the activity to your website, including visits and form submissions, generated from a particular email send, access these statistics from the Email Statistics menu under the Conversions tab. Open the Email Send record under the Sent view > […]

Building Marketing Lists Based on ClickDimensions Activity

Marketing Lists are a native CRM entity, but they are used extensively with a number of ClickDimensions features, such as Email Sends, forms, and Campaign Automations. Further still, customers often want to build new marketing lists comprised of customers of theirs who have all performed a certain ClickDimensions-tracked activity, such as clicking a link in […]

Identifying Anonymous Visitors

When someone visits your website for the first time, we create what is called an Anonymous Visitor record. We log their IP address and sometimes their location, but for the time being we know little else about them. We track Anonymous Visitors over time and can see which pages they view and assign scores to […]

Linking ClickDimensions Content in an Email

Any Web Content that you create in ClickDimensions, such as landing pages, surveys, profile management forms (or other forms), and subscription pages, can easily be linked to a ClickDimensions email template. To do so, open an Email Template (or create an Email Send), and click the icon representing the content you would like to add. A menu will […]

Unsubscribes and the CAN-SPAM Act

In 2003, the United States passed the CAN-SPAM act to prevent citizens from receiving unsolicited and disrupting spam messages through email. The following is a basic summary of the major points of the bill. All emails must have: An obvious unsubscribe link A truthful and accurate subject line and from email address The street address […]

See Which Leads or Contacts Never Open Your Emails

If you have ever wanted to clean up your CRM by removing or deactivating leads or contacts who never read your mail, you can make a list of all of them through the following method. [tab name=”CRM 2013/2015/2016″] Create a new static marketing list composed of either leads or contacts (this works with both, but […]

What time was my email really sent?

ClickDimensions will record in your CRM the date and time an email was sent in a few different places. Read below to understand where to find this information and understand what it is telling you. The Email Send The Email Send is the record in CRM that represents the email job that you have put […]

Email Statistics: Email Clients

<< Email Send Statistics Report Introduction Email Statistics: Conversions >>   If you would like to review information about which devices and email clients your readers are viewing your ClickDimensions emails on, access these statistics from the Email Statistics menu under the Email Clients tab. [tab name=”CRM 2013/2015/2016″] Open the Email Send record under the […]

Email Statistics: Recipients

<< Email Statistics: Click Report Introduction Email Statistics: Click Heat Map >>   If you would like to review a list of every recipient to whom your Email Send was sent and see how they interacted with the email, access these statistics from the Email Statistics menu under the Recipients tab. Open the Email Send record under the […]