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 [...]
Time-Saving Ideas Using the Clone Button
When creating your email templates, email sends, web content and campaign automations in ClickDimensions, you may have noticed the Clone button. But do you know all the great time-saving things [...]
What to do About Spam Form Submissions
To help prevent spam form submissions, the ClickDimensions form builder offers a CAPTCHA component that can be included on all forms. In addition, all ClickDimensions forms have an added layer [...]
Merge any Custom or Standard Entity Data into ClickDimensions Emails
Note: This is an updated version of an older post, which can be found here. Recently we had a customer that wanted to have standard email templates that could bring [...]
Top 5 ClickDimensions Articles for Mastering FreeMarker
FreeMarker is one of the most discussed subjects between ClickDimensions customers and their Marketing Success Managers, and for good reason. Utilizing FreeMarker and personalization in your emails is a great [...]
Applying Access Levels to Security Roles on ClickDimensions Entities to Send Emails
In an earlier blog post, we discussed how to set up custom security roles so users can send ClickDimensions emails. While that article covered the actual privileges needed to send [...]
Security Role Privileges Needed to Send ClickDimensions Emails
CRM includes a complex security hierarchy so users can customize the actions that can be performed on which records and entities. ClickDimensions has a similar security model with our own entities so [...]
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