CRM Workflows: Parallel Wait Branches
Last year, I wrote a blog post about wait conditions and process timeouts in Dynamics CRM workflows. While that post covered the basics of making a workflow wait for a [...]
Following up on Survey Responses
Surveys are useful for eliciting feedback about your product or service from your customers, and the responses you receive can help ensure that you are delivering the service and quality [...]
Streamlining Business Processes with Workflows and Entity Fields
ClickDimensions has a lot of great features that users can utilize in a variety of marketing and sales efforts. Our live-training academy and help site are both great for learning [...]
Using a CRM Workflow to Update a Campaign Automation Phase
Our campaign automation feature is a great way to automate marketing processes, especially when these processes span a relatively large amount of time and/or involve branching paths based on customer [...]
Adding Customers to a Marketing List and Assigning Them to a User Based on Form Field Submission
Last month I showed you how you can use a workflow to send customers a specific email based on how they filled out a certain field on your form. We [...]
Sending Customers a Specific Email Based on Form Field Submission
The example below uses CRM workflow; however, our newly-released campaign automation builder can also send specific emails based on form field answers. Read more here... Form actions work well when [...]
Assign Form-Generated Leads to Variable Users via CRM Workflow
The ClickDimensions form editor allows users to add various actions to the form, such as sending submission notifications, which are performed automatically once the form is submitted. A commonly used [...]
Guest Post: Cleaning Marketing Lists with a Quick Workflow
Today's guest post is from Brooke Browne of Smartbridge, LLC. I’m still learning to love workflows. Especially because learning that just about everything we’ve ever wished for in CRM can [...]
Automated Welcome Emails
Many marketers believe it is important to send a prompt welcome email to everyone who signs up for your mailing list. This welcome email sets the tone for your new [...]
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 [...]