Introduction to Deployment

What is Deployment?

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.

Post-Installation Set Up

  1. Setup CNAMEs for email links and web content
  2. SPF records for ClickDimensions
  3. Import unsubscribes and suppression lists
  4. Publish metadata
  5. Assign Security Roles to Users
  6. Automatic updates for ClickDimensions

FAQs & Troubleshooting