Create Individual Form Fields

Introduction Create a Form with Form Builder >> Video Written Instructions 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 site and list all the […]

Steps to Check Before Using Form Capture Records

<< Create Form Fields Introduction Form Capture Integration >> ClickDimensions Form Capture records allow you to integrate an existing HTML form from your website into your CRM. In this article, we will go through the key elements that need to be in place before integrating your form with Microsoft CRM using ClickDimensions. [tab name=”CRM 2013/2015/2016″] […]

Integrating Forms using Form Capture

<< Steps to Check Introduction Posted Form Records >>   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. In this article we will cover how to create a Form Capture record, adding Form Capture fields, and taking […]

How to Send a Form Capture Email Notification

When a ClickDimensions form is submitted, you are able to use form actions to send out an email notification to user(s) that contains a report of all information submitted in the form. Unfortunately, when using Form Captures, these form actions are not available. However, there is still a way to produce these emails. If you have not already set […]

How to Send a Form Capture Auto Responder Email

[tab name=”CRM 2013/2015/2016″] ClickDimensions forms allow you to send an auto response email to a person who submits one of your forms. You can use a CRM workflow to create the same functionality for form captures. Create an email template for your auto response email, then create a new workflow by going to Settings > […]