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

NOTE: Since the release of ClickDimensions version 7.0.0, this is best achieved via Campaign Automation, rather than Nurture Program.  Click here to learn more about Campaign Automation. The ClickDimensions Nurture builder provides users two different conditional branches: has prospect clicked link? and has prospect opened email? These get the job done in most situations, but […]

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 […]