ClickDimensions Partner Training

Welcome to ClickDimensions Partner Training!

Welcome to ClickDimensions Partner-exclusive training!  Please sign up for the available training webinars listed.  A recorded version of the lesson is provided after live sessions are hosted under the Featured tab.  New sessions will be added each month.

Do you have a suggestion for a topic we can cover in a future Partner Training session? Please submit your feedback in the survey below!

Features & Improvements for Partners

July 20 | 10:30 – 11:30 AM EDT

July 20 | 6:00 – 7:00 PM EDT

ClickDimensions Partner Training

This training material is only available for existing ClickDimensions Partners. If you are a ClickDimensions Partner and you are having difficulty accessing this material, please visit your Partner Portal or contact your Partner Account Manager.

Campaign Automation

Recorded Lesson: Campaign Automations (Focus on Campaigns)


ClickDimensions Help Documentation on Campaign Automation

Campaign Response Action within the Campaign Automation Builder

Recorded Lesson: Campaign Automation Scenarios

Recorded Lesson: Campaign Automation for Partners


Campaign Automation Help Articles

Recorded Lesson: Campaign Automations (Focus on Triggers)

ClickDimensions Help Documentation on Campaign Automation

ClickDimensions Blog Posts on Campaign Automation

Update Marketing List Workflow Assembly

How to Trigger Campaign Automations using Form Capture Submissions

(Requested) Presentation PDF of this lesson: ClickDimensions Partner Training Campaign Automations Focus on Triggers

Recorded Lesson: Campaign Automation: New Features & Scenarios (release 8.5-8.7)


Sign up for product updates & release info

Campaign Automation Help documentation

ClickDimensions Release Notes

Sign up for Campaign Automation training

FreeMarker Code

FreeMarker Code: Recorded Lesson

Understanding & Troubleshooting FreeMarker Render Errors


Introduction to FreeMarker with ClickDimensions

Syntax and Interpolations

Personalization Menu

If/Else Statements

Restrictions with FreeMarker

Understanding Basic Render Errors

Common Uses

Apache FreeMarker Manual

FreeMarker Programmer’s Guide

What is Apache FreeMarker?

FreeMarker Supported by MessageGears

Email Deliverability

Recorded Lesson: Basics

Recorded Lesson: Deeper Dive


Presentation: CD Partner Training – Email Deliverability Basics

Permission-based Email Marketing

What is a spam complaint and what should I do about it?

How do I keep my email out of spam filters?

SPF records for ClickDimensions

Add a Sender to the Safe Sender List

Deliverability: DKIM signing

About Blacklists

Creating Emails

Choose an Email Template Designer

ClickDimensions Partner Training Choose Email Template Designer (PDF of presentation)

Email Template Blog Posts

Email Quick Start Guide

Register for CD101 – Email Marketing (customers and partners)

Email Design Considerations

ClickDimensions Partner Training – Email Template Considerations

Avoiding Spam Filters

Set up an SPF record

Event Management

Recorded Lesson: Event Management

Add an Outlook Calendar Event to an Email Template

Tracking Event Registrants Using Form Submissions

How to use Suppression Lists in a ClickDimensions Email Send

Update Marketing List Workflow Assembly (Automatically adding Contacts/Leads individually to static-type Marketing Lists!)

Recorded Lesson: Event Management & Event Connectors


ClickDimensions Events articles

Create a custom Events Dashboard blog post

Add an Outlook Calendar link to a ClickDimensions Email Template

Subscription Management

Recorded Lesson


Subscription Management Category of Help Articles

Handling Opt Ins Via Action

Handling Opt Ins Via Workflow

Double Opt In Setup

Import Unsubscribes and Suppression Lists

 Reporting Ideas

Recorded Lesson: Reporting Ideas (Emails, Forms, & Events)

Recorded Lesson: Reporting Ideas


Aggregating ClickDimensions Surveys in a Single Survey Report

Use Parameters to Track Online Ads

Create an Event Overview Dashboard

Add URLs with Parameters to ClickDimensions Emails for Extra Tracking

 Common Workflows

Recorded Lesson: Common Workflows Pt. II

Recorded Lesson: Common Workflows Pt. I


Assign Form-Generated Leads to Variable Users via Workflow

Using Workflows to Recreate Form Actions for Form Captures

Handling Subscription Opt-Ins via Workflow

Send a ClickDimensions Email via Workflow

Send a recurring ClickDimensions Email via Workflow (i.e. Birthday Email)

Update Marketing List Workflow Assembly

More Workflow Examples With ClickDimensions Data

Web Content

Forms vs. Surveys

ClickDimensions Partner Training Forms vs Surveys (PDF of presentation)

Forms Help articles

Surveys Help articles

Re-create Form Actions via Workflow (for Form Capture)

Register for CD201 to learn how to build/report on Forms and Surveys (Partners and Customers!)

Recorded Lesson: Styling Web Content Using CSS

CSS Examples Help Site Article



Recorded Lesson: Features & Improvements for Partners


Sign Up for release notifications

8.8 release notes