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 [...]
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 [...]
Protecting your Form Builder Form from Spam
February 5, 2012 By
You can always use the CAPTCHA to protect your form from spam, but now ClickDimensions automatically adds another layer of security to all form submissions with your Form Builder. ClickDimensions has added some code which will create an empty hidden Form Field on your form. Humans won’t notice it, but bots will. When bots try [...]
Publishing Web Content
October 23, 2011 By
When creating a Web Content record, there are two parts to the process. First, you create the record itself. Then you click save and click “Design” to open up the designer. Oftentimes, you may find that you want to change something about your Web Content after designing and embedding it. For example, the “Save as [...]
Linking ClickDimensions Content in an Email
October 10, 2011 By
Web Content you can create in ClickDimensions such as landing pages, surveys, profile management forms, and subscription pages can be easily added to an email. 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 pop up where [...]
