Customizing a ClickDimensions Landing Page with CSS

If you are creating a Landing Page in ClickDimensions with the Block Editor you may want to be able to add extra scripts like CSS, JavaScript, and the like to your page. This article will give an example of how you can edit the CSS of the page for advanced styling options. [tab name=”CRM 2013/2015/2016″] […]

Send Different Emails in a Nurture Program Depending Upon Which Link was Clicked in a Previous Email

NOTE: As part of our efforts to consolidate all marketing automation functionality in the product to our campaign automation feature, ClickDimensions is continuing the process of sunsetting our legacy nurture functionality. As of the version 8.13.0 release, you will no longer be able to create new email programs via the nurture functionality. Your existing nurtures will still run […]

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 […]

Creating automated and personalized birthday emails

Have you ever met somebody who doesn’t like birthday greetings? The simple gesture of acknowledging somebody’s birthday almost always brings a smile to their face. Sending birthday greetings to your customers is an easy way to both keep you on their minds and promote a positive relationship. ClickDimensions and CRM can be used to create […]

Sending SMS messages from Microsoft CRM workflow

With ClickDimensions you can not only send bulk SMS messages from Microsoft CRM, but you can also send SMS messages from a CRM workflow. In this help article we will show you how to do so. In this example we are going to create a workflow process to send an SMS message to a CRM […]