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ClickDimensions 8.5 Release Features

It’s time again for another ClickDimensions release! Customers in our US region already have the following features and those in the EU and AU regions will be getting these updates next week.

Campaign Automation: Event Registered Trigger

The Event Registered trigger has now been added to campaign automations. As event participation records come into CRM, if the Registration Status equals Registered, this trigger will allow you to automate communication to your registrants. You can also use the decision node afterwards to direct people down different paths dependent on their event participation record. Read the help article to learn more.

NOTE: A customization change was made to add an N:N relationship between events and campaign automations, therefore the solution update is required to use this trigger and it is only available for CRM 2013 or newer.

Campaign Automation: Event Attended Trigger

Now you can use the Event Attended trigger in campaign automations to market to those who attended your event. If the event participation has a Registration Status of Attended, this trigger will allow you to automate communication to your attendees. There is a decision node option as well so you can choose different options based on values in the event participation record. Read the help article to learn more.

NOTE: A customization change was made to add an N:N relationship between events and campaign automations, therefore the solution update is required to use this trigger and it is only available for CRM 2013 or newer.

Form Capture and Campaign Automations

The Form Submitted trigger in campaign automations can now be used with form capture forms. This brings all the functionality of form actions previously only available to form builder forms to form capture forms! When you open the lookup to choose your form, switch the Look For to Form Capture to see your options. Read the help article to learn more.

Available for CRM 2011 or newer only.

Campaign Automation: Assign Owner as Team Action

Now you can assign a participant to a team using the Assign Owner action. Just change the Look For in the lookup window to Team and choose your team.

Available for CRM 2011+ only.

Profile Management: Pre-Sync Data

If you send to very large marketing lists, and you include a link to a profile management form where the fields should be prepopulated, sometimes recipients will click to open the form and the data will not yet be prepopulated. This is because of the time it can take to sync that data with very large lists. We’ve introduced a new entity called profile management data sync that you can use to sync the correct information before sending the email. This is only needed if you send to large lists. Read the help article to learn more.

NOTE: A new entity was added, therefore this requires a solution update, and permissions will be needed (automatically added to the ClickDimensions service user role). This is only available for CRM 2013 or newer.

Conversions of Anonymous Visitors Tracked to Contact/Lead

When an anonymous visitor is converted to a lead or contact, it will now be connected to that lead/contact for better reporting/tracking.

NOTE: A customization change was made to add an 1:N relationship between contacts and anonymous visitors as well as between leads and anonymous visitors. A solution update is required and is only available for CRM 2013 or newer.

If you are new to campaign automation, we have several free training courses you can take to familiarize yourself with this feature. You can sign up here.

Other improvements and bug fixes were also included in this release. You can read the full release notes here and sign up for email notifications about future product updates here.

Happy Marketing!

2017-05-12T19:29:14+00:00 By |New Releases|0 Comments

About the Author:

Allison Macedo is the Product Manager at ClickDimensions.

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