We have several improvements and new features coming in the next ClickDimensions new release! Here are a few of our favorites:
This is one of the top five most requested features from our customers, and we are excited to include it in our next release. Once the new release is rolled out, you will be able to select one or more marketing lists to exclude from your email send. For example, let’s say you decide you want to send an email to people who haven’t RSVP’d for an event you are hosting. You can use your original marketing list as the one you will send to, and set the marketing lists of people who have already said “Yes” and the one for those who have already said “No” as your suppression lists for the send. That way you don’t need to make a new marketing list just for this send. Anyone on the suppression lists will not get the email even if they are on the original marketing list that you set for the send.
Campaign Automation: Campaign Response Action
A new action has been added to the campaign automation builder. You can now create a CRM campaign response and automatically associate it to a CRM campaign record. You can set the details of what information you want in that record, like a description, due date, response code and more.
Email Send Conversions: Website Visits and Form Submissions
We have connected several records to each other and created a new report. When a visit is generated from clicking on a link in an email, that visit will be connected to the email send record. If a form is linked in the email, any posted forms created directly from that email will be linked to the email send. Posted forms will be linked to the visit that they are associated with. The below report is from Email Send > Email Statistics > Conversions.
Forms: Map a Field to the Parent Account/Customer Field on a Contact
Here is another top five most requested item! You will now be able to map a text type form field to parent account/customer lookup field on a contact record. If the visitor types in the company name as it appears in your CRM on an account record, it will automatically populate the lookup with that account. If it does not match, it will not fill in the field, but keep the response in the posted field record. This should help reduce the amount of work needed when a form is submitted with a company name. We plan to expand this functionality to cover other lookup fields in the future.
If you haven’t already signed up and you would like to receive notifications about new release information, please sign up here. This release will be available throughout the month of November as we roll it out to each region.