Advanced Find Logic for Multiple ClickDimensions Records of a Certain Kind
It's easy enough to see Page View records within CRM, or even filter the data with certain criteria (page title, date, etc.). But what if you're trying to view the [...]
Sending a ClickDimensions Email to a Distribution List
Have you ever wanted to conveniently send an email from CRM to a distribution list that you have set up in your email client (Outlook, Gmail, etc.)? If so, creating [...]
Click Tricks: The Current Event Field
A ClickDimensions customer recently asked about making a series of confirmation email templates for people who sign up for a particular event. They wanted individuals to be sent an auto [...]
Tracking a Sale Back to a Specific Email Send
Some of our customers have asked us how to determine if a specific Email Send is responsible for a given sale. It is possible to track this, but since you [...]
Assign Contacts to Marketing Lists Using Excel
Our Import Tool automatically imports leads or contacts from a spreadsheet and adds them to a marketing list – here’s the link to our Import Tool article. However, if you [...]
Iframe Vs. Widget: Web Content
A customer recently asked what the difference is between embedding web content as an iframe versus a widget, and which option would benefit them more when placing their form on [...]
View Nurtures on the Contact or Lead Record in CRM
To limit how much time is spent searching for the nurtures that a specific lead/contact has gone through, you can customize the lead/contact entity in your CRM by adding an [...]
Guest Post: Cleaning Marketing Lists with a Quick Workflow
Today's guest post is from Brooke Browne of Smartbridge, LLC. I’m still learning to love workflows. Especially because learning that just about everything we’ve ever wished for in CRM can [...]
Adding a Sub-Grid of Related Records to your Contacts
One of the great things about Microsoft CRM is that it allows you to customize your entity forms so each record displays the information most pertinent to your business. As [...]
Measuring Engagement for Email Marketing
(Note: This material was originally presented by Chief Customer Officer Matt Wittemann during ClickDimensions' 2015 Idea Conference where you can find a recording of his session.) As a marketer, it's [...]
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