System Requirements: For on-premises deployments of CRM 2011, Update Rollup 3 or newer is required on the CRM server.
Note: You may need to be a System Administrator in order to manually update.

First you’ll download the ClickDimensions package from the Auto Update window which can be accessed at Settings > ClickDimensions > ClickDimensions Settings > Auto Update.

Next, you’ll need to navigate to Settings > Process Center > Processes and view all your Active Processes. Please look for these five ClickDimensions Processes:

• ClickDimensions Execute Send
• ClickDimensions Execute Text Message Send
• ClickDimensions Form Auto Responder
• ClickDimensions Subscription Auto Response
• ClickDimensions Survey Auto Responder

Once you’ve located these records you’ll need to assign them to yourself.

Next, go to Settings > Customization > Solutions and click the Import button.

Browse to locate the .zip file you saved to your computer.

Click next and you will see an overview screen.

Click Next. On the following dialog select Overwrite customizations. Also be sure and check the Activate any processes… box below. This will enable CRM workflow processes used by our solution.

Next you will see a progress bar as the solution is imported. If the background screen shows a connection error, disregard it. This is a harmless CRM bug that will not adversely affect the import.

Next, you must publish the new customizations. To do so go to Settings > Customization > Customize the System.

 

Finally, go back to Settings > Process Center > Processes and you can reassign the five ClickDimensions workflows back that we assigned to your User earlier.

Want more information? Check out the Auto-Update FAQs.

Search

Notice that search box on the top right? Enter your search terms here to look across all of our product documentation (hundreds of articles!), training material, marketing blog, and support forums. Chances are you’ll find an answer.

Still Have a Question?

Can’t find what you’re looking for by searching? If you’ve got a question about how to do something with ClickDimensions, there’s a chance someone else has the same question. Maybe they’ve asked it already, but if not, they can benefit from the answer too! So head over to our Q&A Forum and ask away! 

Need Support That’s More Technical?

Have an error or something is just not working no matter what you try? It happens to the best of us! That’s why our technical support team is ready to help! Head over to our support page and open a request. Be sure to include your CRM version, the error messages you’re seeing, and any screenshots that would be helpful.

Tip: If you’ve got an urgent problem, create a support request and then log in to view the details of the ticket. You’ll find a phone number there where you can reach our support team directly during standard business hours.

PS: What’s a Marketing Success Manager?

Our Professional and Enterprise level customers have an assigned Marketing Success Manager who can help with training and consulting on how to use ClickDimensions. All of our customers are encouraged to take full advantage of our instructor-led and web-based training, ClickDimensions Academy, which is offered at different times each day and as on-demand videos. Each week’s classes wrap up with an open Q&A. Whether you have an assigned Marketing Success Manager or not, this is the place to start with gaining knowledge about how to use ClickDimensions to power your marketing!

Base the workflow off of the Posted Form entity. Then we’ll check which form they submitted and update accordingly.

Set the Scope to Organization and keep it set to Start When: Record is created. Here’s our workflow with an explanation below.

First check to see if it was a Lead that filled out the form (Posted Form – Lead – Contains data). Then check if it is one of your forms. In our example we used the Newsletter form. Posted Form – Form – Equals – Newsletter. Now do an Update Record step to update the Lead Source Field on the Lead with the appropriate Lead Source for that form. Click the Set Properties button and find the Lead Source field. Choose the source you’d like for that particular form.

On the same level as checking if the Posted Form was the Newsletter form, do another if statement for each Form you have and update the Lead accordingly.

Deployment is CRM’s term for installation. This guide will take you through the steps to successfully install ClickDimensions into your CRM environment. Please note that you will need the correct security privileges in order to deploy.

How to Deploy ClickDimensions

GoToWebinar is a service developed by Citrix Online that is used to host or attend web-based training, meetings, and seminars with up to 1000 attendees. With GoToWebinar integration and ClickDimensions you’ll be able to create Event Records to keep track of hosted webinars and Event Participation Records (that can be associated with lead and contact records) to track participations in your webinars. These records will be generated automatically once you have integrated GoToWebinar with ClickDimensions. To do this, simply set your “connections” once, and we’ll do the rest!

How to Set Up GoToWebinar Integration

1. Configuring external access: http://help.clickdimensions.com/connectivity-for-the-clickdimensions-solution/
2. Firewall considerations: http://help.clickdimensions.com/what-firewall-changes-are-needed-to-allow-clickdimensions-proper-access-to-your-crm-deployment/
3. Check your SSL certificate to make sure it is valid: http://www.sslshopper.com/ssl-checker.html

Testing Access

• Test CRM 4.0   (Skip to common errors for CRM 4.0)
• For CRM 2011 or CRM Online   (Skip to common errors for CRM 2011)

CRM 4.0: Test Connectivity

Fill in this form to test connectivity to your CRM 4.0 instance. For details on what to enter into the form, see here.

Common errors for CRM 4.0

• Unable to connect to remote server – The remote server in this case is your CRM server (the error message is being generated from our server when it attempts to connect to your CRM). This usually indicates that the firewall is not permitting connections from our IP addresses or is not permitting traffic across the port you have specified for your CRM address.

CRM 2011 or CRM Online: Test Connectivity

Fill in this form to test connectivity to your CRM 2011 or CRM Online instance. For details on what to enter into the form, see here.

Common errors for CRM 2011

• Metadata contains a reference that cannot be resolved – This usually indicates a problem with your Internet-Facing Deployment (IFD). This could be a setting in the CRM Deployment Manager’s Web Address properties, or a DNS issue. See this article for more detail. (For CRM Online, if this error occurs, wait an hour and try again. It may be due to a temporary disruption in CRM Online.)
• Error. An unsecured or incorrectly secured fault was received. This is typically due to using an incorrect username or password in the registration to connect to your CRM. The user you are entering in the registration form must be an enabled user in your CRM. (Less commonly, this error can result from the server times being more than five minutes out of sync with either your network’s domain controller, or Microsoft’s Azure data centers where our application is hosted. Check the times on your CRM and ADFS servers. Sometimes a simple reboot is all that is needed to get the times synced back up properly.)

Ready to register?

Once you’re ready to register, use the registration link provided in your welcome email, or sent to you by your account manager.

The ClickDimensions managed solution for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 is currently available with the following localized languages:

• 1033 – English
• 1030 – Danish
• 1031 – German
• 1036 – French
• 1043 – Dutch

(For Microsoft CRM 4.0, only US English is available. For instructions on translating the solution for your CRM 4.0 environment, see this article: http://help.clickdimensions.com/translations-for-clickdimensions-entities-and-labels-2/)

If you are interested in providing additional translations for CRM Online or CRM 2011, please contact our support team at http://support.clickdimensions.com.

NOTE: The localized values apply only to the CRM entities, labels and menu items that are included in the ClickDimensions managed solution. Some components of ClickDimensions, such as the Email Template editors, Form designer, and field mapping interface, are hosted on ClickDimensions’ cloud application and are only available in English.

Here is a quick screenshot of the the workflow we built with some of the most important parts highlighted.

For this example, we’re updating the score when someone submits a survey, so the entity will be Posted Survey and it will check Posted Survey records whenever one is created: Start when: Record is Created . Also please make sure the Scope is set to Organization to make sure all records are included.

Next, we add a Check Condition: if the Name of the Posted Survey record equals the specific survey we want. We need to check next whether it was a Lead or Contact who filled it out by checking if Lead or Contact Contains Data. Then we update the Lead and Contact separately with an Update Record step. Click Set Properties to choose what you’d like to update and a new window will open.

Here’s the example for the Contact record. First, scroll down on the record until you see Total Score and click that field. Next, we’re going to need to use Dynamic Values (on the sidebar on the right) to dynamically add 15 points to the score. We’ll choose the Operator to be Increment By and then we’ll add 15 into the Default Value (or any number of points you’d like to add). Finally, click OK and if you don’t want to make any other changes you can Save and Close out of the window.

Next, we’ll do the exact same thing for the Lead. After that, the workflow is done and you can save it and Activate it.

Naturally, this is just an example and you can use this general idea to help you make many other useful workflows using ClickDimensions records, too.

Please Note: This workflow will run every time a Hard Bounce comes in. Depending on the volume of your emails, you may have a large number going through the workflow at once, which could potentially slow your system temporarily.

When it comes to email bounces, ClickDimensions makes a distinction between what are called Soft Bounces and Hard Bounces. Soft Bounces are less permanent issues, such as the recipient’s inbox was full. Hard Bounces are permanent and can be caused by an incorrect email in a Lead or Contact record. Since we automatically stop emailing Leads or Contacts that have Hard Bounced, some organizations wish to deactivate these records automatically.

Here’s our workflow. Since Hard Bounces are recorded as Email Events (type Invalid Recipient), our Entity is going to be Email Event. Please also make sure that you mark the Scope to be Organization (so that all records are included) and that the workflow is set to Start When: Record is created.

First, we’re going to check every Email Event that comes in and see if it’s the type Invalid Recipient. If so, we’re then going to check whether it was a Lead or a Contact that triggered it. We do this by checking if either Contains Data. (This is based on the idea that the Email Event should have a only a Lead or a Contact associated with it. We’re checking which associated with that record actually contains information, as in, which actually exists.) From there, we’ll choose the Update Record Status step and choose to Deactivate the Contact record, or to mark the Lead as Cannot Contact.

That’s it! Please make sure to save, and then you can test (if desired) and Activate your workflow.