Power BI Content Pack

Power BI is a suite of business analytics tools to analyze data and share insights.  With Power BI, you can create data visualizations and dashboards that improve reporting and understanding of data from a variety of services and solutions, including ClickDimensions.  ClickDimensions data can be brought into your Power BI account via our Power BI […]

Power BI Content Pack

Power BI is a suite of business analytics tools to analyze data and share insights.  With Power BI, you can create data visualizations and dashboards that improve reporting and understanding of data from a variety of services and solutions, including ClickDimensions.  ClickDimensions data can be brought into your Power BI account via our Power BI […]

Introduction to Reporting for ClickDimensions

ClickDimensions generates data from your marketing efforts that can provide tremendous insights into your customers’ and prospects’ behavior. Check out some of the great ways that you can learn to analyze this data using built-in CRM functionality, ClickDimensions features, and custom reports. Email Sends: Statistics Graph Email Events Click Report Click Heat Map ClickDimensions Dashboard […]

Entity Relationship Diagram (ERD) for ClickDimensions Entity

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.

Email Send Statistics Graphs

<< Sent Email Send Introduction Sent Email Statistics >>   After you’ve created an Email Send record and sent your email, you’ll start getting your statistics in. There are many places in CRM to see these statistics. First are the Statistic Graphs automatically created in the Sent Email Send record. [tab name=”CRM 2013/2015/2016″] To get […]

Email Send Statistics Report

<< Click Report Introduction Email Send Client Statistics >>   After an Email Send has been sent you can download the PDF statistics report. This report will show the graphs that you see in the Statistics area of the Email Send record along with some of the details of the email. [tab name=”CRM 2013/2015/2016″] Within […]

Email Send Statistics: Email Events

<< Social Sharing Statistics Introduction Send Click Report >> Every time a recipient opens an email or clicks a link, an email bounces, or a recipient unsubscribes, ClickDimensions creates an Email Event record in CRM. ClickDimensions uses Email Event records to generate the graphs in the Statistics section of the Email Send and to populate […]

Email Send Click Report

<< Email Events Introduction Statistics Report >>   NOTE: The Click Report is also accessible using the Email Statistics button. Click here to learn more. [tab name=”CRM 2013/2015/2016″] ClickDimensions provides a report called ClickDimensions Email Clicks.  You can find it under the Run Report button, located in the sent Email Send record. Click the … button, and […]

Email Statistics: Click Heat Maps

<< Email Statistics: Recipients Introduction Email Statistics: Social Shares >> The Click Heat Map is a visual report for a Sent Email Send that shows which links on the email template were clicked, as well as the percentage of total clicks that each link represents. [tab name=”CRM 2013/2015/2016″] To find the Click Heat Map, go to CRM […]

Survey Statistics

[tab name=”Dynamics 365/CRM 2016″] Posted Survey Record When someone submits a ClickDimensions survey, a Posted Survey record is created in CRM. To see the Posted Surveys, go to Marketing > and scroll over until you see Posted Surveys. It will be under the Analytics heading. The Posted Survey record contains the Name of the completed […]