We’ve created this glossary to explain the entities we use for the ClickDimensions Solution. We’ve divided the entities into three categories; those that deal with Web Tracking, those that deal with Email Marketing and those that deal with system setup and administration. Click on any entity name to see a screen shot of it.
Web Tracking Entities
IP Organization: when a visitor comes to your web site, the ClickDimensions solution is able to determine the IP address of the visitor and lookup the organization name registered to that IP address. For each IP address, we create an IP Organization record and all visitor information coming from that IP address will from that point on be linked to that IP Organization record. This allows you to see all anonymous visitors as well as visits, page views and forms posted (submitted) from that IP address. By correlating all this information in a single place you can see trends when multiple people from a single IP address are interested in your products and services.
Anonymous Visitor: when a visitor comes to your web site, the ClickDimensions solution places a ‘cookie’ in the visitor’s web browser. A cookie is simply a text file with an identifier that is unique to the visitor and meaningful only to our solution. It allows our solution to recognize that same visitor each time they return. During each visit we record the pages they viewed, how long they viewed the pages and much more. All that information is linked to the Anonymous Visitor record which is, in turn, linked to the IP Organization record for the visitor’s IP address. When we determine who exactly the visitor is, all their browsing history is then linked to their CRM Lead or Contact record.
Visit: a web visit, sometimes referred to as a session, represents each time someone comes to your web site. A visit lasts as long as the visitor continues to look at your web pages but is automatically ended after 30 minutes of inactivity. Attached to ClickDimensions Visit records are Page View records. Visit records contain a lot of information including the referring URL (i.e. the page that brought the visitor to your site), the referring host (i.e. the web site that brought the visitor to your site) and any keywords used to find your site.
Page View: a page view represents each time a visitor on your site goes to a page or clicks a link tracked by the ClickDimensions solution. Each page view tracks the page URL as well as title and is linked to the Visit in which it occurred. Page views also include the duration (in seconds) that the visitor was on the page. Duration is calculated based on the difference in time between when a visitor requested a page and then went to another page. Because of this, the duration will always be zero for the last page in a visit and visits where the visitor viewed only one page.
Posted Forms: when a visitor submits a web form on your site and that form has been integrated to CRM using our solution, a Posted Form record is created to record who completed the form, when they completed it and the data (Posted Fields) they entered into the form.
Posted Fields: when a visitor submits a web form on your site and that form has been integrated to CRM using our solution, a Posted Form record is created. The values the visitor entered on the web form are linked to the Posted Form record as Posted Field records.
Email Marketing Entities
Email Templates: Email templates are CRM records where you create, edit or import the images and HTML used in the emails you will send from the ClickDimensions email marketing engine. Email template records include a name (e.g. January Newsletter) a subject (e.g. The ClickDimensions January Udpate…” – this will be the actual subject of the email when you send it) and the HTML editor used to build the email you will send.
Email Sends: Email send records are created when you want to send an email template to any combination of CRM Marketing Lists, Leads, Contacts or Accounts. You will use the Email Send record to specify the recipients (i.e. CRM Marketing Lists, Leads, Contacts or Accounts), the email template you want to send and the sender (i.e. who the email will come from). For the sender you can choose to have the email come from yourself, another CRM user, each individual recipient record owner (e.g. the CRM users who are the owners of the Lead, Contact or Accounts you’re sending to) or an email alias (e.g. firstname.lastname@example.org). You can also specify whether you want the email to be sent immediately or scheduled for a future date.
Unsubscribes: when a recipient of your email clicks the unsubscribe link on one of your emails and confirms that he/she wants to be unsubscribed from your mailings, an Unsubscribe record is created in CRM so you can see who has unsubscribed and when they unsubscribed.
Sent Emails: each time you send a ClickDimensions email a Sent Email record is created for each recipient to document that they were sent the email. Linked to the Sent Email is the Email Send as well as all the individual Email Events (i.e. opens, clicks, bounces, etc.) created as a result of the recipient’s interactions with the email.
Email Events: Email Event records are created each time a recipient of a ClickDimensions email opens, clicks, bounces, etc.
Excluded Emails: when you attempt to send a ClickDimensions email to a recipient that has previously hard bounced, unsubscribed or soft bounced 4 times, ClickDimensions will not send the email but will instead create an Excluded Email record linked to the Email Send record so you are aware of which recipients were not sent your email and why. By not sending emails to recipients that have previously hard bounced, unsubscribed or soft bounced 4 times ClickDimensions helps ensure the ongoing deliverability of your emails. Sending emails repeatedly to bad email addresses (i.e. bounces) and people who have unsubscribed causes internet service providers to stop accepting your emails.
Send ClickDimensions Email: when you want to send a ClickDimensions email using Microsoft CRM workflow you can use the ‘Create Record’ step type and create a ‘Send ClickDimensions Email’ record. On this you will specify the template the send, the subject, the sender and the recipient (i.e. Lead, Contact or Account).
Filters: You can create a Filter record to avoid tracking visits and page views from any IP address or domain. For example, you may not want to track visits and page views from people at your company.
Domains: when you set up ClickDimensions web tracking you must specify the domains from which you want to track visits and page views. Since the ClickDimenions tracking script can be seen in the source code of your web pages, specifying your domain ensures that no other web site could maliciously embed your unique script and cause their tracking to appear in your CRM.
Form Fields: when you integrate web forms on your site to CRM you start by creating Form Fields records in CRM to represent the various fields you have on your web site.
Form Captures: for each web form on your site that you want to integrate to your CRM you create a Form Capture record and link the Form Fields that are on the web form. The Form Capture record provides you the form action. If you are integrating an existing web form on you site you will simply replace its action with the one provided by the From Capture record and the integration will be complete.
Form Capture Fields: when you integrate your web forms to CRM using ClickDimensions you link the Form Fields you created in CRM to the Form Captures you created in CRM. The record used to make this link is called a Form Capture Field record and it allows you to specify whether the field should be required on the form and it the value entered in the web form should override the existing value in CRM.
Settings: the ClickDimensions settings area interface updates the ClickDimensions settings entity based on administrative changes you make. You should never upate the settings entity records unless told to by a ClickDimensions support agent.
Profiles: Entity for future use.