9.0 [February 2018]
US Data Center: Instant Update/Cloud - February 4, 2018; Solution - February 5, 2018
EU Data Center: Instant Update/Cloud - February 11, 2018; Solution - February 12, 2018
AU Data Center: Instant Update/Cloud - February 11, 2018; Solution - February 12, 2018
Note: Not all features are available for all versions of CRM. Solution Updates are available for Dynamics 2013+ only.
For instructions on how to update, see this article. There is no additional charge to update and updating is quick. The column furthest to the right shows if the specific update was already automatically made for you (Instant Update) or if you must update your solution file to get the update (Solution Update Required).
Webinar Recording (Versions 8.8 - 9.0) (sign in to access)
With the release of ClickDimensions 9.0 we have updated the brand of the product to match that of the company. You will see new icons in the navigation when you install the new solution, and you will automatically see some color scheme updates to certain areas of the product (for example in Campaign Automations). For more on our new branding see our blog post here.
| New Feature | ClickDimensions Navigation Area |
There has been a new navigation area added that combines all ClickDimensions items into one area. The entities are still currently accessible through the Marketing and Settings area as well. If you downloaded the Alternative Navigation Solution file in the past and installed it, you can uninstall that solution file so that you do not have the ClickDimensions area twice. ClickDimensions version 8.13+ required |
Solution Update Required | |
| New Feature | Drag & Drop 2.0 Email Editor: Social Links Block |
Now you can add all your social networks links to your email. Available for D&D 2.0 Beta group only. To join the Beta group, update to ClickDimensions version 8.13+, open the new editor, and fill out the form you will see there. ClickDimensions version 8.13+ required |
Instant Update | |
| New Feature | Drag & Drop 2.0 Email Editor: Social Share Block |
The Social Share block allows email recipients to share your email on their social network. Available for D&D 2.0 Beta group only. To join the Beta group, update to ClickDimensions version 8.13+, open the new editor, and fill out the form you will see there. ClickDimensions version 8.13+ required |
Instant Update | |
| New Feature | Drag & Drop 2.0 Email Editor: Send Test Email |
You can send a test email from the template you're creating to see how it's received. No need to create an email send just for the sake of testing. Available for D&D 2.0 Beta group only. To join the Beta group, update to ClickDimensions version 8.13+, open the new editor, and fill out the form you will see there. ClickDimensions version 8.13+ required |
Instant Update | |
| New Feature | Dynamics CRM 9.0 Support |
ClickDimensions is now fully supported on Dynamics 9.0. When you upgrade to 9.0, please let our support team know by submitting a support ticket so we can update your account. |
||
| New Feature | Forms |
Currently restricted to specific accounts. A new captcha option has been added and will replace the existing one. It will not automatically replace what is on live forms, however, going forward it will be the captcha on new forms, and you may replace the old captcha on existing forms with this new one. Read More. |
Instant Update | |
| New Feature | Gravity Forms Integration with Form Capture |
We've made it much easier to have your Gravity Forms flow into Dynamics with ClickDimensions form capture records. Just map the field and form IDs and add the code snippet to your WordPress Page. Read More. |
Solution Update Required. | |
| New Feature | Social Clicks |
An entity called Social Clicks has been added to track the clicks on social posts. The clicks are associated to the specific Social Post record that generated the click. Information about when the click happened and the location of the user is detailed in the Social Click record. Read more. ClickDimensions version 8.13+ required |
Solution Update Required |
| Improvement | BulkSMS |
Updated the look and feel of the BulkSMS connector. |
Instant Update | |
| Improvement | Drag & Drop 2.0 Email Editor: View in Browser Link |
We've added a new link type to the link manager. Some email clients interfere with the way the email is shown. "View in Browser" link solves that by allowing your recipients to open the email inside their web browser. ClickDimensions version 8.13 + required |
Instant Update | |
| Improvement | Drag & Drop 2.0 Email Editor: Subscription Management Link |
Subscription Management link was added to the link manger. This will direct recipients to a form where they can opt in or out of subscription lists. ClickDimensions version 8.13 + required |
Instant Update | |
| Improvement | Drag & Drop 2.0 Email Editor: Freemarker Validation |
You can easily check your freemarker code to make sure your email is delivered with the correct personalization. ClickDimensions version 8.13 + required |
Instant Update | |
| Improvement | Email Events |
In Email Events, increased maximum length of the Message field to 4000 characters to allow for longer messages to show. ClickDimensions version 8.13+ required |
Solution Update Required | |
| Improvement | Eventbrite |
If the password changes for your Eventbrite connector, there is an error in the Error Trace (as well as an email sent to the user). The error in the error trace has been updated to be easier to understand and know how to fix it. |
Instant Update | |
| Improvement | MessageNet |
Updated the look and feel of the MessageNet connector. |
Instant Update | |
| Improvement | Settings |
Added links to Email CNAMEs, Filters, Domains, and ClickDimensions Import to the ClickDimensions Settings page to consolidate more settings items in one place. |
Instant Update. | |
| Improvement | Social Connectors |
Improved error messaging if the same email address is being used for another account already. |
Instant Update | |
| Improvement | Social Posting |
Now change the time zone setting to match your environments so that it is easier to schedule social posts for the future. |
Instant Update | |
| Improvement | Web Content (surveys) |
If the web content is type survey, a button will now appear in the ribbon for Survey Report. This is the same report you can view from a Posted Survey record. We have just added it to the Web Content record as well. ClickDimensions version 8.13+ required |
Solution Update Required | |
| Improvement | Web Content (forms) |
If the web content is type form, a button will now appear in the ribbon for Form Report. This is the same report you can view from a Posted Form record. We have just added it to the Web Content record as well. ClickDimensions version 8.13+ required |
Solution Update Required |
| Bug Fix | 104177 | Campaign Automation | In some Campaign Automations containing multiple Email Interaction Triggers and Timers, Participants would fail on the third Timer. | Instant Update | |
| Bug Fix | 106200 | Campaign Automation | An error would display when cloning a Campaign Automation, despite successfully creating the clone. | Instant Update | |
| Bug Fix | 105125 | Cvent Connector | The Cvent Connector would sync guest Event Participations as Missed. | Instant Update | |
| Bug Fix | 106892 | Eventbrite Connector | Events created by the Eventbrite Connector would have no data in the Connector Name field. | Instant Update | |
| Bug Fix | 80500 | Forms | Form and Form Capture submissions would not always associate the Visit and Page View with newly generated Lead/Contact records. | Instant Update | |
| Bug Fix | 98545 | Forms | A Form embedded on a secure page would create an empty Lead when redirecting with the $EMAIL parameter. | Instant Update | |
| Bug Fix | 99404 | Forms | Quotation marks in the Lead/Contact Field's Display Name would empty the Form Field's mapping options. | Instant Update | |
| Bug Fix | 101844 | Forms | Form Field mapping updates would apply to all instances of the Form Field. | Instant Update | |
| Bug Fix | 104763 | Forms | Posted Forms would not sync if the associated Email Send had been deleted. | Instant Update | |
| Bug Fix | 104767 | GoToWebinar Connector | The GoToWebinar would associate Event Participations with qualified Leads instead of active Contacts. | Instant Update | |
| Bug Fix | 107005 | Import Tool | Phone numbers were truncated at 19 characters. | Instant Update | |
| Bug Fix | 107004 | Profile Management Data Sync | Option Set and Two Options fields could not be synced. | Instant Update | |
| Bug Fix | 103652 | Profile Management Forms | Radio buttons were not properly prepopulating if the person had never filled out that particular form before. | Instant Update | |
| Bug Fix | 100302 | Split Testing | Clicking "Edit" in the Split Test Wizard and closing the editor window without saving content would result in a blank Version B template. | Instant Update |
Security Role Updates
See the full article on Security Role settings here. Security role updates are done for CRM 2013+ only and require a solution update.
ClickDimensions Core Changes
No changes.
ClickDimensions User Changes
Social Clicks were given the READ privilege.
ClickDimensions Service Changes
Social Clicks were given full permissions.
ClickDimensions Lock Blocks Changes
No changes.
IP Address Additions
Here is the current list of IP Addresses you may need to unblock to allow ClickDimensions to work.
No New IP Addresses in this release. But there will be a new IP address in April for the US data center for Campaign Automations. This IP will be 65.52.217.2
Plugin Changes
No plugin changes
Instant Update [February 2018]
All Data Centers: Instant Update/Cloud - February 20, 2018
| Bug Fix | 110004 | Forms & Surveys | Form/Survey would fail to submit if a required Form Field/Survey Question was hidden via Skip Logic or JavaScript. | Instant Update |
All Data Centers: Instant Update/Cloud - February 22, 2018
| Bug Fix | 110113 | Surveys | Survey would fail to submit if multiple boxes were checked within a Checkbox Survey Question. | Instant Update |
Instant Update [March 2018]
US and EU Data Centers: Instant Update/Cloud - March 15, 2018
| Bug Fix | 110441 | Surveys | Checkbox Survey Questions would only sync Survey Answers for one of the selected options. | Instant Update |