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 […]

Programmatic Form Capture

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 […]

Posted Form Records

<< Integrating Forms Introduction   After you have built your forms or integrated your existing forms, and somebody submits your form, a Posted Form record will created within your CRM as a record of the form submission. [tab name=”CRM 2013/2015/2016″] Posted Forms To see these, go to Marketing > Posted Forms. This will show a […]

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 > […]

Send a ClickDimensions Email via a CRM Workflow

There may come a time when you want to create an automated process based on a ClickDimensions entity. Our Form Actions, Nurture Programs, and Campaign Automations have helped make this process easier, but sometimes you may want something a bit more specific. In this article, we will create a CRM Workflow that will send a ClickDimensions […]

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 […]

Embedding ClickDimensions Forms or Tracking Script in Your Website’s CMS

If you are using a content management system (CMS) to build your website (like SharePoint, ADX, WordPress, Kentico, Joomla, Drupal, Sitecore, Radiant, or ExpressionEngine, among many others), you may have a question about how to embed a ClickDimensions form into a page using your CMS system, or how to add the ClickDimensions tracking script to […]

Clone a Web Content Record

After creating a Web Content record (such as a form, survey, subscription page or landing page), you may wish to create another that is very similar to it. This functionality is now available by Cloning the Web Content record. In order to clone the record, simply click the “Clone” button on the ribbon at the […]

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 […]