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 [...]
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 [...]
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