What are Forms Used for? Forms allow your visitors to submit information such as their name, location, and email address, which you can then store in your CRM. Such information can be used in a great variety of ways and can help you, for example, see in which areas your product has garnered the most [...]
Create Individual Form Fields
March 10, 2012 By
IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your forms. Whether you are creating your forms in Microsoft CRM using the Form Capture records or the Form Builder, you will start by creating Form Fields. If you have an existing web form, look at the forms on your web [...]
Create a Form with the Form Builder
March 9, 2012 By
With ClickDimensions, you can build your own forms or you can integrate ones that currently exist on your website. Form Fields can be created before you create the actual form or during this process. IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your forms. Step 1: Create a Web [...]
Profile Management
March 9, 2012 By
Profile Management allows you to put a link to a form in your emails that will pre populate with that Contact or Lead’s information. This means you can show them what information you already have and let them update the current information and/or add new information. Read or watch the video. Start by creating a [...]
ClickDimensions Actions
March 9, 2012 By
With ClickDimensions Form Actions, you can specify certain actions to trigger once someone has submitted a form, survey, and subscription management pages created with ClickDimensions. In this article, we will cover every form action and what it will do in CRM. In the Form or Survey editor, there is a tab called Form Actions. Under the [...]
Embed Web Content
March 9, 2012 By
Once you’ve created a Form, Survey, or Landing Page you’ll want to embed it in an email or on your website in some way. Press the Embed Button on the Web Content you created. Then you’ll see this window with your different options: Embed As Link: This will take you straight to the form on its [...]
Publish Metadata
March 9, 2012 By
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 [...]
Steps to Check Before Using Form Capture Records
March 8, 2012 By
ClickDimensions Form Capture records allow you to integrate an existing HTML form on your website to your CRM. By using Form Capture, you will be able to capture information submitted through forms in your CRM environment. In this article, we will go through the key elements that need to be in place before integrating your [...]
Integrating Forms using Form Capture
March 7, 2012 By
ClickDimensions Form Capture records allow you to integrate an existing form with your CRM. Before integrating your form, please make sure that you have read this article. There are a few things that you need to make sure are in place before going through the steps below. In this article we will cover how to [...]
Programmatic Form Capture
March 7, 2012 By
NOTE: Programmatic form capture is an open-source community-supported project. This information is provided without warranty and is subject to change. ClickDimensions does not provide technical support for custom code that you develop. If you have questions about these code samples or how to get your programmatic form captures to work, post them on our Q&A [...]
