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 […]

Create a Form with the Form Builder

<< Create Form Fields Introduction Form Actions >> 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 […]

ClickDimensions Actions

<< Form Builder Form Introduction Embed Web Content >> With ClickDimensions Form Actions, you can specify certain actions to trigger once someone has submitted Forms, Surveys, and Subscription Management pages created with ClickDimensions. In this article, we will cover every Action and what it will do in CRM. In the Form, Survey, and Subscription Management Page […]

Embed Web Content

<< Actions Introduction Posted Form Records >>   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. Video Written Instructions [tab name=”CRM 2013/2015/2016″] Step 1: Click Embed in the Web Content Designer Press the Embed Button on the Web Content you […]

Protecting your Form Builder Form from Spam

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

When creating a Web Content record, there are two parts to the process. First, you create the record itself within CRM, then you click save and click Design to open up the Web Content designer. Oftentimes, you may find that you want to change something about your Web Content after designing and embedding it. For […]

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 […]