3 Ways to Create Opt-In Preferences for GDPR Compliance
In order to be GDPR compliant, you must obtain consent from recipients and maintain records of how you got that consent. With ClickDimensions, there are three easy ways to record [...]
Update Breakdown: The ClickDimensions Feature Updates You’re Missing Out on in Dynamics CRM 2011
Upgrading your CRM can be a bit of an ordeal. If you're on Microsoft Dynamics CRM 2011 now, you (or someone in your organization) may have been putting off the [...]
Drilling into the Details with the Related Records Menu
Looking for information for a specific ClickDimensions entity? Good news! It can be easily accessed through the Related Records menu. Using the Related Records menu can save you time when [...]
Creating Custom System Views Based on Interactions
ClickDimensions has many great system views included with the solution that let you see anyone who has clicked a link in an email, registered for an event or taken other actions. [...]
Understanding the Target Attribute with Links in ClickDimensions
Hyperlink managers in ClickDimensions give you an abundance of options to create your desired link. The hyperlink manager is designed to give the user as much freedom as possible to [...]
Enhancements to the ClickDimensions Import and Export Tool
In the ClickDimensions 8.7 (June) and 8.8 (July) releases, there are quite a few updates to our import and export tool. This tool allows you to easily move ClickDimensions records [...]
ClickDimensions Versions FAQ
We often receive questions from customers regarding how frequently we make product updates and what versions of ClickDimensions are currently supported. Below are some of the most common questions we [...]
Using the 6 ClickDimensions Workflows
There are six ClickDimensions workflows in your CRM environment that are responsible for performing specific, but important ClickDimensions processes. This blog post will walk through what each ClickDimensions workflow is [...]
7 Steps to Make the Most out of Your Split Tests
Split tests, also known as A/B testing, simply test one variable in an email send against another variable. An example of this would be if you wanted to see whether [...]
Mapping to Lookup Fields Using ClickDimensions Forms
With the most recent ClickDimensions update, users now can map form fields used in their ClickDimensions web forms to CRM lookup fields. This includes the out-of-the box lookup fields as [...]
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