Find Email Statistics for Workflow Email
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 [...]
Send a Recurring Automated Email to Contacts
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, [...]
Automatically Create and Update Contacts Based on a Custom Entity
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 [...]
CRM Workflows: Wait versus Timeout
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 [...]
Using Workflows to Re-Create Form Actions for Form Captures
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 little workflows with really big results – #5: Limit Number of Emails Sent to a Person within a Certain Timeframe
#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 [...]
5 little workflows with really big results – #4: Select and Send Email from a Single Dropdown Field
#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 [...]
5 little workflows with really big results – #3: Update Nurture Phase
#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 [...]
5 little workflows with really big results – #2: Create New Record Using Submitted Form Data
#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 [...]
5 little workflows with really big results – #1: Create Campaign Response
Dynamics CRM Workflow is a very powerful tool. While most of the ClickDimensions functionality happens as web service calls, times arise when a customer or partner wants to extend the [...]
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