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Creating a Custom Dashboard using ClickDimensions Data

Dashboards are a CRM feature that can be used with ClickDimensions. This dashboard is one that some of you may have seen while talking with some of our Partner Account Managers. I'm going to show you how to build it. Here is what it looks like in the end:

To begin, we will need to create each of the views used in this dashboard. And as a note, we associate all of our newsletters with a CRM campaign we created called "Monthly Newsletter."

Another great way to use this dashboard is with your Nurture Emails. Everywhere in this post where we show "Campaign = Monthly Newsletter," instead choose "Nurture Program" and select the one you want to view for this dashboard.

NOTE: There is a maximum limit to the number of records CRM can show in one chart. This is set to 50,000 as a default; it is called the AggregateQueryLimit. This can be changed only if you have CRM On-Premise. You can help with this issue by changing the Created On in the last X days/weeks/months to a shorter period of time if this becomes an issue for you.

The first chart (Email Stats – By Campaign) shows us how many deliveries, opens, clicks, unsubscribes, and spam complaints we get per newsletter we send each month. This view was created by searching for SENT EMAILS that were created in the last 5 months where the campaign is "Monthly Newsletter." And we show the columns Subject, Email Send, To Email, Score, Deliveries, Opens, Clicks, Spam, Unsubscribes, and Created On. Here is the Advanced Find:

Save this as a view. Now we need to create a chart with this view. To do this go to Sent Emails (in the Marketing section) and click on the Charts tab at the top and click NEW. Choose Column > Column.

Replicate this screenshot and save that chart:

Newsletter Opt-ins by Month is the second one we have. Throughout our site we have several different forms that people can submit to opt into our newsletter. From that, we created a view of Posted Forms where the name contains the word newsletter. The columns we show are Name, Lead, Contact, Campaign, Form Capture, Success, and Created On.

Create and save another column chart for this one.

The next is Unsubscribes – Monthly Newsletter. With this chart plus the previous view, we can compare those rates. This one is based on Sent Emails. The columns are Subject, To Email, Contact, Lead, Email Send, Score, Deliveries, Opens, Clicks, Spam, Unsubscribes, and Created On.

Another bar chart is needed for the Sent Emails view we just created:

The third row contains the Social Sharing Newsletter chart. If you use the social sharing feature in your emails this will be helpful for you to see the trends in sharing. For this one, we are searching on Email Events again, but this time for type Social. The columns include Type, Contact, Lead, Social Type, Social Action Type, Created On, Email Send, and Link.

Create a chart for this one as well:

To the right of this chart is the Opportunities by Campaign which shows all open opportunities that are tied to the "Monthly Newsletter" campaign. For this one we used the columns Topic, Potential Customer, Estimated Revenue, and Status Reason.

This one we just use the view and do not need a chart.

The last chart is for our Clicked Links (Top 5). This shows the top five clicked links out of all newsletters this year. Many newsletters have some of the same links in them. For this we use Email Events again, and choose the columns of Type, Contact, Lead, Email Send, Created On, and Link.

Now create a new chart with this information and save it.

Now go to Create a Dashboard and choose these charts and views to fill the spaces. You can of course change what you see and change the time periods shown, just change your views. You can then share this dashboard and the views with your sales team so everyone can see it.

About the Author:

mm
The ClickDimensions marketing team is committed to helping marketers using Microsoft Dynamics 365 achieve their goals.

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