Identifying Anonymous Visitors

When someone visits your website for the first time, we create what is called an Anonymous Visitor record. We log their IP address and sometimes their location, but for the time being we know little else about them. We track Anonymous Visitors over time and can see which pages they view and assign scores to […]

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 […]

Web Content Web Responsiveness

<< Create a Form Introduction Embed a Form >> Any Form, Survey, or Subscription Management Page records created in ClickDimensions are set to be web responsive by default. This means that the layout of the fields and components on the Web Content record will dynamically rearrange in order to best fit the size of the display on […]

Testing Your Forms

If you are designing a form and testing it out, be sure to clear your browser’s cache in between each time you submit the form. This is a good practice to avoid inconsistent results because ClickDimensions uses two methods to identify a visitor: the visitor’s ID which is set in a cookie that is cached […]

Add an Opt-in Field to a Form

If you want to make use of forms and subscription management for leads and contacts, but you do not want to use two separate records to do so, you can combine their functions through one of two methods. You can either combine the form and subscription page by linking the subscription page to the form confirmation […]

Linking Forms, Surveys, and Subscription Pages

<< Image Manager Introduction Personalization >> This article explains how to combine a subscription page with a form or survey while eliminating the need to put an email address field on both pieces of web content. This also works between forms and surveys. You may often want to obtain subscription preference information from somebody at the […]

Mapping to a Lead’s Topic field: Hidden Form Fields

Sometimes it can be helpful to store information on a Lead or Contact record that the customer didn’t fill out themselves. For example, you may want to make a note of which form identified them, or that they submitted a special form on your website, or simply to have a Lead’s “Topic” field be filled […]

CSS Examples for Styling Forms, Surveys, and Subscription Pages

The ClickDimensions web content editors allow users to make a number of stylistic changes, such as changing the field layout, font colors, font type, etc. However, adding CSS to your record allows for many more styling options in addition to what is provided out-of-the-box. The following CSS examples can be added to your web content in […]

Pre-populate a form with data from the recipient’s parent account

It has long been possible to streamline the form submission process for your customers by pre-populating forms sent out through ClickDimensions emails (if you are not familiar with this process, you can read about it here on our help site). This is great, but you can only populate data from the recipient’s record, so what […]