If you're brand new to ClickDimensions, you might not be sure where to get started. Since we fully integrate with Dynamics, it might not be obvious which features are unique to ClickDimensions and how they work. Here we will point out the ClickDimensions entities, where you can find them within Dynamics, and how to navigate in the ClickDimensions solution.
Depending on which Dynamics Interface you are currently using (the legacy web client interface or unified client interface), where you find ClickDimensions entities will be different.
- Legacy Client Interface
- UCI
Legacy Web Client Interface:
ClickDimensions features are found mostly within two main sections of Dynamics: Marketing and Settings. (Activities, which ClickDimensions uses for individual SMS messages, are found under Sales.)
The following are the ClickDimensions features found in each.
Sales
- Activities (used for sending individual SMS messages)
Marketing
Analytics
- IP Organizations
- Anonymous Visitors
- Visits
- Page Views
- Posted Forms
- Posted Fields
- Posted Surveys
- Survey Answers
Email Marketing
- Email Sends
- Email Templates
- Sent Emails
- Email Events
- Unsubscribes
- Posted Subscriptions
- Posted Preferences
- Profile Management Data Sync
Marketing Automation
Mobile and Social
Event Management
Tools
Settings
ClickDimensions
- ClickDimensions Settings
- Email CNAME
- Domains
- Filters
- Form Fields
- Survey Questions
- Subscription Lists
- Web Content (includes Forms, Surveys, Subscription Management, and Landing Pages)
- Nurture Programs
- Form Captures
- ClickDimensions Imports
- Marketing Calendar
ClickDimensions
Essentially all of the CD entities in the Marketing and Settings area reside together here.
However it does include this additional entity:
Unified Client Interface (UCI):
ClickDimensions entities reside in 6 different areas within the UCI version of Dynamics. Some information about UCI and ClickDimensions can be found here.
Getting to the UCI ClickDimensions App in CRM Online:
Planning
Messaging
- New Email
- Drafts
- Scheduled
- Sent
- Templates
- Email Events
Automations
- Campaign Automations
Calendar
- Marketing Calendar
Email Statistics
- Sent Emails
- Email Errors
- Unsubscribes
- Excluded Recipients
- Email Analytics Dashboard
SMS
- New SMS
- Bulk Messages
- Individual Messages
Social
- New Post
- Social Posts
- Social Clicks
Web and Events
Web Content
- New Web Content
Forms
- Forms
- Form Captures
- Form Fields
- Posted Forms
Landing Pages
- Landing Pages
Surveys
- Surveys
- Posted Surveys
- Survey Questions
Subscriptions
- Subscription Pages
- Posted Subscriptions
- Subscription Lists
Web Statistics
- IP Organizations
- Visits
- Page Views
- Anonymous Visitors
- Web Analytics Dashboard
Calendar
- Marketing Calendar
Events
- New Event
- Events
- Event Participations
Library
Audience
- Import Contacts & Leads = ClickDimensions Imports
Settings and Support
- Settings = ClickDimensions Settings
- Support = Quick links to ClickDimensions sites