ClickDimensions Actions

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With ClickDimensions Form Actions, you can specify certain actions to trigger once someone has submitted Forms, Surveys, and Subscription Management pages created with ClickDimensions. In this article, we will cover every Action and what it will do in CRM.

In the Form, Survey, and Subscription Management Page designer windows, there is a tab called Actions. Under the Actions tab, you’ll see a list of all the available actions in the right column.

Video

Written Instructions


Actions Tab

To add a Form Action, click the action on the right and drag it to the left.  These Form Actions can be added in any order; they will all happen at once as soon as the prospect has submitted the Form.

Add to Marketing List

The Add to Marketing List will add the person submitting the Form, Survey, or Subscription Management Page to a specified static-type Marketing List.

Add to Marketing List Drag and Drop

When you add the Marketing List action, use the look up field to specify the static-type Marketing List(s).

Add to Marketing List

Please make sure that you do select a Marketing List with the correct member type. For example, if a Lead submits the form, that Lead will only be able to be added to a Lead Marketing List. It might be a good idea to make sure that you have a Marketing List for leads and contacts (if applicable).

Once the Marketing List(s) have been added, you will see it listed in the Marketing List Action.

Marketing List Added

NOTE: If a Marketing List is set as Locked in CRM, the Add to Marketing List action will not be able add a member to that list. Generally, marketing lists are not locked by default, but if a static marketing list is generated from a dynamic list using the Copy to Static option in CRM, the static copy will be set as locked by default.

locked-marketing-list

 Remove from Marketing List

The Remove from Marketing List action will remove the person submitting the form from the specified static-type Marketing List(s) if he or she is on the list(s). Use the look up field to specify the Marketing List(s).

Remove from Marketing List 2013

Follow Up

The Follow Up action will create an activity record in the prospect’s Lead or Contact record after the prospect submits the Form, Survey, or Subscription Management Page. In the task window, you can

  • Select the Activity Type (Task or Phone Call)
  • Enter the Activity Subject and Activity Content
  • Assign the activity to a CRM User (required)
  • Set a Due Date.

Follow Up

This action will create an Activity record in the prospect’s record with the information entered.

Email Notification

An Email Notification action will send an email to any email address and/or CRM Users listed. In this activity window:

  • Manually enter email addresses into the Emails field
  • AND/OR Select the User(s) you would like to send the notification to
  • Enter the Subject line of the email.
  • Notify Record Owner: this field will send the notification to the Owner of the Lead/Contact who submitted the form.
  • Enter any content in the text box field.

Email Notification

Once someone submits the Form, Survey, or Subscription Management Page, the User will be sent an email containing the Subject, Message, and the information submitted. Here is what the email will look like:

EmailNotification

NOTE: In order for an Email Notification to be generated, the Web Content record must include an Email-type field (for forms) or an Email Component (for surveys and subscription pages). This is also applicable to the Team Notification Action discussed below.

Team Notification

If you have created a Team through CRM you can also email each member of that Team when someone has submitted a Form, Survey, or their subscription preferences. It functions very similar to the Email Notification Action above:

  • Select the Team you would like to send the notification to.
  • Enter the Subject line of the email.
  • Enter any content in the text box field.

Team Notification

Once someone submits the Form, Survey, or their subscription preferences, the entire Team will be sent an email containing the Subject, Message, and the information submitted. It looks the same as the Email Notification email.

EmailNotification

Campaign Response

If you have associated the Web Content record with a Campaign record in CRM, the Campaign Response action will create a Campaign Response in the associated Campaign record.

In the action window, enter the Name and Content for the Campaign Response record.

Campaign Response

Auto Responder

The Auto Responder action will send an email to the prospect who filled out the form. The Auto Responder window resembles a simplified version of an Email Send record. You will need to…

  • Select an Email Template (required)
  • Enter a Subject line for the email (required)
  • You can choose if the email will come from the prospect’s record owner in the Send From Owner field
  • Select a User record for the From Name and From Email. By selecting a User record, the From Name and From Email fields will populate with the User’s information  (required)

form action auto responder

Assign

The Assign action will give the specified user ownership of the lead or contact record that is created or updated when the Form, Survey, or Subscription Management Page is submitted. Use the lookup button to find the desired user, or type in the name of a user.

Assign

Click Save

Always make sure to click the Save button in the Form Builder to save any changes made to the Actions. Also, if you want to remove an action, click the red button in the top right corner of the action’s window.


FormDesigner

To add an Action, click the action on the right and drag it to the left.

Add to Marketing List 2011

Add to Marketing List

The Add to Marketing List will add the person submitting the form to a specified static-type Marketing List. When you add the Marketing List action, use the look up field to specify the static-type Marketing List(s).

Please make sure that you do select a static-type Marketing List with the correct member type. For example, if a Lead submits the form, that Lead will only be able to be added to a Lead static-type Marketing List. It might be a good idea to make sure that you have a Marketing List for leads and contacts (if applicable).

Once the Marketing List(s) have been added, you will see it listed in the Marketing List Action.

NOTE: If a Marketing List is set as Locked in CRM, the Add to Marketing List action will not be able add a member to that list. Generally, marketing lists are not locked by default, but if a static marketing list is generated from a dynamic list using the Copy to Static option in CRM, the static copy will be set as locked by default.

locked-marketing-list

Remove from Marketing List

The Remove from Marketing List will remove the person submitting the form from the specified Marketing List(s) if he or she is on the list(s). Use the look up field to specify the static-type Marketing List(s).

Remove From Marketing List 2011

Follow Up

The Follow Up action will create an activity record in the prospect’s Lead/Contact record after the prospect submits the form. In the task window, you can

  • Select the Activity Type (Task or Phone Call)
  • Enter the Activity Subject and Activity Content
  • Assign the activity to a CRM User (required)
  • Set a Due Date.

This action will create an Activity record in the prospect’s record with the information entered.

Email Notification

An Email Notification action will send an email to any email address and/or CRM Users. In this activity window:

  • Manually enter email addresses into the Emails field
  • AND/OR Select the User(s) you would like to send the notification to
  • Enter the Subject line of the email.
  • Notify Record Owner: this field will send the notification to the Owner of the Lead/Contact who submitted the form.
  • Enter any content in the text box field.

Once someone submits the form, the User will be sent an email containing the Subject, Message, and the information submitted. Here is what the email will look like:

EmailNotification

Team Notification

If you have created a Team through CRM you can also email each member of that Team when someone has submitted a Form, Survey, or their subscription preferences. It functions very similar to the Email Notification Action above:

  • Select the Team you would like to send the notification to.
  • Enter the Subject line of the email.
  • Enter any content in the text box field.

Once someone submits the Form, Survey, or their subscription preferences, the entire Team will be sent an email containing the Subject, Message, and the information submitted. It looks the same as the Email Notification email.

EmailNotification

Campaign Response

If you have associated the Web Content record for your form with a Campaign record in CRM, the Campaign Response action will create a Campaign Response in the associated Campaign record.

In the action window, enter the Name and Content for the Campaign Response record.

Auto Responder

The Auto Responder action will send an email to the prospect who filled out the form. The Auto Responder window resembles a simplified version of an Email Send record. You will need to…

  • Select an Email Template (required)
  • Enter a Subject line for the email (required)
  • Enter a Preheader line for the email, this will show as the first line of the email in some email clients (optional)
  • You can choose if the email will come from the prospect’s record owner in the Send From Owner field
  • Select a User record for the From Name and From Email. By selecting a User record, the From Name and From Email fields will populate with the User’s information  (required)

Assign

The Assign action will give the specified user ownership of the lead or contact record that is created or updated when the form is submitted. Use the lookup button to find the desired user, or type in the name of a user.

Assign Action

Click Save

Always make sure to click the Save button in the Form Builder to save any changes made to the Form Actions. Also, if you want to remove an action, click the red button in the top right corner of the action’s window.


Feature Added: Original
Feature Updated: July 2016
ClickDimensions Version Need: 5.0

 

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