Drag and Drop Editor: Hover Menu – Lock, Clone, and Delete Blocks

<< Social Sharing Block Introduction Preview >> Watch a Video on the Hover Menu: Lock, Clone, and Delete Blocks Links Mentioned in Video ClickDimensions Security Roles Written Instructions There are three additional options when you hover over a block in the Drag and Drop editor. Option 1: Lock To see the option for locking a block […]

Drag and Drop Editor: Preview

<< Hover Menu Introduction Inbox Preview >>   There are two ways to preview the email from within the Drag and Drop Editor: Click the Preview button next to Design to see a preview and a mobile preview: Once you feel like you are done with your email, you can use the Inbox Preview to see how […]

Custom HTML Editor

The Custom HTML Editor is useful for those who have created their entire template in another program, have the HTML file, and do not want to make many changes. Or for those who know HTML because this editor is strictly HTML. After you’ve created an Email Template and saved you’ll be able to add content […]

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 […]

Publish Metadata

After installing ClickDimensions in Microsoft CRM, you must publish your CRM’s metadata to our system. Publishing your CRM’s metadata will make custom fields available for use in creating Email Templates or when mapping Form Fields for use in a ClickDimensions Form. (For example, if you have added a field to the Contact entity to track the […]

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 […]

Free Style Editor: Layout Manager – Upload HTML or HTM Files

<< Intro to Free Style Editor Introduction Image Manager >>   In the Free Style Editor you can insert a preexisting template layout so you don’t have to start from scratch on each template. If you would like to use some of our layouts that we have created, you can download a zip folder of them here. You […]