Individual Tracking Summary – Profile View

There is one place you can go to see all tracking summary, email and web, on an individual Contact or Lead in the same place.


First change the form that you are looking at to ClickDimensions. (If you do not see this, proceed to the next step as you have an older version of ClickDimensions.)

NOTE: You can also add this Profile button to other forms that you use if you would like. To do that see this article.

clickdimensions contact form

Open the Lead or Contact’s Related Menu and click Profile.

navigate to social profile

This screen will appear:

social profile

You can see we can pull in pictures and information from common social networking sites such as Facebook, Twitter, YouTube, Flickr and more. All of this is matched via the email address in the Email Address 1 field. We can pull in direct links to their social pages (underneath their picture) as well as showing their location, job title, score, work history, and direct links to their social sites.  This information is automatically requested when the person submits a ClickDimensions Form.

NOTE: ClickDimensions utilizes a service named FullContact in order to populate social data in CRM. The data that is populated into CRM is pulled from FullContact’s social database rather than directly from social media sites. FullContact periodically updates their database; it is not updated in real time. A number of factors determine whether or not FullContact is able to retrieve social data corresponding to a particular email address, such as a low social presence, high privacy settings, or the terms of service of certain networks. Other factors include the quality of the email address, age of the individual, country of residence, and whether or not the email address is for personal use or a business address. In some cases, there may be no social data available for a contact based on these factors.

In the bottom left is Posted Web Form Fields. This is a list of every field this person has filled out in a form. It shows the field they filled [Label], what they placed in the field [Value] and the name of the form [Form].

In the bottom right is the Tracking Summary which displays:

  • Email activity
    • Emails sent to the Contact, as well as relevant Delivers and Clicks are recorded here.
  • Web activity
    • All visits to your site are recorded here.
  • Submitted Forms.
    • Form submissions are recorded here.

All of these are clickable which will give you more detail on each activity.

Not Connecting?

Connections are made based on the email address. If the information isn’t coming in, you can manually connect someone by copying their page link and then place it in the LinkedIn field. You’ll have to add the LinkedIn field to the View in the Information area of Contacts and Leads. This will bring in the LinkedIn icon to the social area. There are also fields for Twitter and Facebook. Adding these manually will not bring in any images or work experience.


First change the form that you are looking at to ClickDimensions. (If you do not see this, proceed to the next step as you have an older version of ClickDimensions.)

Form Choice 2011

NOTE: You can also add this Profile button to other forms that you use if you would like. To do that see this article.

Click on a Contact or Lead record and then on the left under Common select Profile.

Profile

You can see we can pull in pictures and information from common social networking sites such as Facebook, Twitter, YouTube, Flickr and more. All of this is matched via the email address in the Email Address 1 field. We can pull in direct links to their social pages (underneath their picture) as well as showing their location, job title, score, work history, and direct links to their social sites.  This information is automatically requested when the person submits a ClickDimensions Form.

NOTE: ClickDimensions utilizes a service named FullContact in order to populate social data in CRM. The data that is populated into CRM is pulled from FullContact’s social database rather than directly from social media sites. FullContact periodically updates their database; it is not updated in real time. A number of factors determine whether or not FullContact is able to retrieve social data corresponding to a particular email address, such as a low social presence, high privacy settings, or the terms of service of certain networks. Other factors include the quality of the email address, age of the individual, country of residence, and whether or not the email address is for personal use or a business address. In some cases, there may be no social data available for a contact based on these factors.

In the bottom left is Posted Web Form Fields. This is a list of every field this person has filled out in a form. It shows the field they filled [Label], what they placed in the field [Value] and the name of the form [Form].

In the bottom right is the Tracking Summary which includes all Email activity, all Web activity, and all filled Forms. Email activities are listed as the name of the email, Delivers, and Clicks. Web activity is listed as Visits. Forms are listed as the name of the Form. All of these are clickable which will give you more detail on each activity.

Profile View in Contact/Lead

You can also customize your Lead and Contact records to show this directly in their main record.

In order to see this view, you’ll need to customize the Contact and Lead forms. The first way that we will explain will just add the top half of the profile page (the social part), below we will explain how to add the entire profile area including the Tracking Summary and the Posted Fields. Add an iframe with the url https://mscrmapp.clickdimensions.com/profile/social?accountkey= and then your Account Key. You can find your Account Key in your Tracking Script. (Navigate to Settings > ClickDimensions > ClickDimensions Settings and click Tracking Script.)

TrackingScriptCode-AC

In the iframe settings make sure to check the “Pass record object-type code and unique identifier as parameters” box and uncheck the “Restrict cross-frame scripting, where supported” box.

profile iframe settings

Results:

Profile-in-Contact

To add the entire profile area to the form follow these steps:

Open the customize form window and click to select the left navigation area and then open the properties of the Profile and copy the External URL there.

profile view

Then create an iframe where you want it to display, and set the URL to the one you just copied. Check the “Pass record object-type code and unique identifier as parameters” box and uncheck the “Restrict cross-frame scripting, where supported” box. :

Profile iframe settings full

Not Connecting?

Connections are made based on the email address. If the information isn’t coming in, you can manually connect someone by copying their page link and then place it in the LinkedIn field. You’ll have to add the LinkedIn field to the View in the Information area of Contacts and Leads. This will bring in the LinkedIn icon to the social area. There are also fields for Twitter and Facebook. Adding these manually will not bring in any images or work experience.

LinkedIn Field

Feature Added: Original
Feature Updated: Original
ClickDimensions Version Need: Any