Dual Event Registration Workflow from Form Submission
Have you ever needed to send out a form to allow users to register for an event, choose which date, time, or location they wanted to attend, AND needed the [...]
Have you ever needed to send out a form to allow users to register for an event, choose which date, time, or location they wanted to attend, AND needed the [...]
Sending a ClickDimensions email using a CRM Workflow is a great way to automate the Email Marketing process. You set specific criteria within the Workflow for the ClickDimensions Email Send [...]
Some businesses, such as financial institutions, need to regularly send the same email to their customers in order to check in with them or keep them abreast of certain information, [...]
When speaking with prospective customers, our sales team is often asked if it is possible to automatically create and update a contact record based on the information entered into a [...]
When creating a Workflow you may find that you need to insert a delay between one step and another. There are two main ways to accomplish this: a Wait Condition [...]
With ClickDimensions Actions, you can specify certain actions to trigger once someone has submitted a form, survey, and subscription management page created with ClickDimensions. ClickDimensions also allows users to integrate [...]
#5: Limit Number of Emails Sent to a Person within a Certain Timeframe Many times ClickDimensions users want to ensure that their recipients do not receive too many communications. Because [...]
#4: Select and Send Email from a Single Dropdown Field Do you have templates that you repeatedly send to different recipients, but you don't want to manually create an email [...]
#3: Update Nurture Phase We hear so many great things from customers and partners about the way our tool can create nurture programs and are often surprised by some of [...]
#2: Create New Record Using Submitted Form Data From time to time we get asked the question, "Why doesn't ClickDimensions allow for mapping to custom entities on form fields?" The [...]
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