What are Surveys Used for? Surveys are a way to get feedback from your customer base or other clients. They allow users to answer a set of questions you provide to give you insight on how your product or service is being received. For example, users can submit valuable data such as a rating of [...]
How to Create Survey Questions
March 13, 2012 By
IMPORTANT: Your CNAMEs and Domain records also need to be set up before you create your Survey Questions. ClickDimensions gives you the functionality to create your own surveys in CRM. When people submit a survey, all answers will come into your CRM. This article will cover how to create Survey Questions in CRM using ClickDimensions. [...]
How to Create a ClickDimensions Survey
March 12, 2012 By
ClickDimensions gives you the functionality to create your own surveys in CRM. When people submit a survey, all answers will come into your CRM. This article will cover how to create a survey in CRM using ClickDimensions. IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your Surveys. Before going [...]
ClickDimensions Actions
March 9, 2012 By
With ClickDimensions Form Actions, you can specify certain actions to trigger once someone has submitted a form, survey, and subscription management pages created with ClickDimensions. In this article, we will cover every form action and what it will do in CRM. In the Form or Survey editor, there is a tab called Form Actions. Under the [...]
Embed Web Content
March 9, 2012 By
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. Press the Embed Button on the Web Content you created. Then you’ll see this window with your different options: Embed As Link: This will take you straight to the form on its [...]
Survey Statistics
January 29, 2012 By
When someone submits a ClickDimensions survey, a Posted Survey record is created in CRM. To see the Posted Surveys, go to Marketing > Analytics (ClickDimensions in CRM 4) > Posted Surveys. The Posted Survey record contains the Name of the completed survey, the associated Campaign (if any), the Contact or Lead that completed the survey, [...]
An Example of How to Utilize Forms and Surveys Together
January 28, 2012 By
While we recommend relying primarily on forms to get information on customers and identify anonymous visitors, there are cases when companies will need to drive a lot of traffic to surveys and want to make sure that all those responses are tied to a Lead or Contact record. A quick way to do this is [...]
Clone a Web Content Record
October 23, 2011 By
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
October 23, 2011 By
When creating a Web Content record, there are two parts to the process. First, you create the record itself. Then you click save and click “Design” to open up the designer. Oftentimes, you may find that you want to change something about your Web Content after designing and embedding it. For example, the “Save as [...]
Identifying Anonymous Visitors
October 12, 2011 By
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 [...]
