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Using a Workflow to Add Contacts to a Campaign Automation

Campaign automations are an effective way to streamline a variety of marketing actions, and are especially powerful and useful when combined with native CRM functionality. By using workflows, you can [...]

The Double Opt-In Process: Existing Leads and Contacts

In my last blog post, I showed you how we can put together CRM functions to identify ClickDimensions sources of our contacts and leads. With our sources identified, we can [...]

Bringing Home Sales and Loyalty: Using ClickDimensions for Real Estate

Location, location, location. Real estate pros know that it's all about location for their clients. In a sense, it's all about location when it comes to real estate marketing too. [...]

Tailoring Email Responses to Survey Answers Using Campaign Automation

Imagine that you work in marketing for a wedding services business, and your company has recently partnered with a baker who is focusing on selling more chocolate cakes. So, you [...]

How Insurance Companies Can Ensure Customer Retention with ClickDimensions

Marketing automation isn't just for marketing; it's extremely effective for customer retention too. For insurers, utilizing marketing automation technology can help address customer needs and increase stickiness with these individuals. [...]