The following Excel file contains a list of all entities and fields contained in the ClickDimensions solution (as of version 8.3.0). Download ClickDimensions Solution Documentation (Excel).
Some organizations have implemented multi-factor authentication (MFA) to restrict access to their CRM. MFA is a way to prompt a user to enter a code or use another means to verify their login attempt after entering his/her user credentials. Currently, ClickDimensions does not support multi-factor authentication for our service user which connects to your CRM. […]
Image Manager API ClickDimensions supports API operations to allow interacting with the Image Manager component of Email Template and Web Content editors. This API is helpful for migrating images from legacy marketing applications or to enable integrations with marketing resource libraries. The Image Manager API includes methods to retrieve folder content, add/delete image folders and […]
You may see an error like the following when navigating to the ClickDimensions Settings page in one of your CRM environments: Cause: There are two possibilities for this error: Your CRM sitemap has been migrated from another environment that also contains ClickDimensions The wrong ClickDimensions solution has been imported into CRM or the CRM database […]
The ClickDimensions API is designed primarily to receive requests from Microsoft Dynamics CRM, such as when an Email Send is sent or a template is created. In most cases, if you wish to automate a process based on ClickDimensions features, you will leverage the CRM API or SDK. One notable exception where you may design […]
Considerations when performing a database restore or Sandbox copy/reset for a CRM system integrated with ClickDimensions
When performing a restore of a CRM database, it is important to note that in certain scenarios Email Sends which have completed may run again after the database restore is complete. Understanding Scheduled Email Sends Email Sends which are scheduled to run in the future use workflows in CRM. These workflows wait until the date/time […]
The Import function allows you to pull in a list of participants into CRM, create new Leads or Contacts for any new participants (based on the email address), and add existing and newly created record to a Marketing List, remove them from a Marketing List, or generate Event Participations for them. This extends CRM’s native […]
Click the image below to view an Entity Relationship Diagram of the ClickDimensions solution. Right-click and save the image to save it to your desktop.
Does ClickDimensions Store Any of My Data? ClickDimensions does not store your data. Your data is stored safely and securely in your CRM system. The sole exceptions to this are: a) Email addresses of recipients. These are logged as all email platforms must do, in order to accurately record deliveries, opens, clicks, bounces, etc.; b) if […]
With ClickDimensions, you can schedule an Email Send to go out on the date and time you desire: Note: When you set these options, you must “Save” the Email Send record BEFORE pressing “Send”. When using this option to schedule an email, the request to ClickDimensions is not submitted to our system until the date […]