There are three ClickDimensions workflows in your CRM environment that are responsible for performing important ClickDimensions processes.
To access these workflows, go to Settings > Processes > All Processes and search for ClickDimensions.
To avoid any permissions issues while using these workflows, ensure that each of them are activated and owned by the service user for your ClickDimensions account.
ClickDimensions Execute Send
This workflow is responsible for scheduled Email Sends, split (A/B) test emails, emails sent from Campaign Automations, and Quick Send Emails. This workflow will start when the status of an Email Send record changes.
When you schedule an Email Send to go out on a later date or at a later time, your Email Send record will move into the outbox view. When the Send On time arrives, this workflow will send off your email to all the recipients and move the Email Send record to the sent view.
When you perform a split (A/B) test, the email is moved to the split test view and versions A and B will both send. The split test will then wait the specified amount of time until the winning version is selected, then send off your winning version email to the remaining recipients. This workflow then moves the Email Send record into the sent view.
It is also possible to schedule a split (A/B) test. In this case, the email is moved into the outbox view until the Send On time arrives. Then, the record will move into the split test view and follow the steps listed above.
For Campaign Automation emails and Quick Sends, the Email Send record will momentarily be moved to the outbox view. As soon as the record hits the outbox view, this Execute Send workflow will fire and send your email off to the desired recipient. This workflow will then move the Email Send record into the sent view.
What happens if this workflow is deactivated?
If this workflow were to become deactivated, you would be unable to send scheduled emails, Campaign Automation emails, and Quick Sends. These email records would remain in the outbox view without ever sending.
ClickDimensions Execute Text Message Send
If you utilize an SMS connector, you can send out individual or bulk text messages. Just like with Email Sends, when you schedule a text message to go out at a later date or time, the text message record will move into the outbox view. When the Send On time arrives, this workflow will send your text message and move the text message record into the sent view. This workflow does not impact text messages sent immediately and it runs when the status of a text message changes.
What happens if this workflow is deactivated?
If this workflow were to become deactivated, you would be unable to send scheduled text messages. These scheduled text message records would remain in the outbox view.
ClickDimensions Execute Social Post
This workflow was previously used for our legacy Facebook Connector and is no longer used. We highly recommend checking out our updated Social Marketing connectors.
This legacy workflow used to be used to send scheduled social posts via the legacy Facebook connector. This workflow did not impact social posts that post immediately and is not needed for our updated Social Marketing connectors.
What happens if this workflow is deactivated?
This workflow is no longer used for social posting and can remain deactivated without affecting functionality.
System Jobs
Every time any workflow runs, a system job is created. You can go to Settings > System Jobs to view every instance of the ClickDimensions workflows running. The System Job Name column shows which workflow ran, and the Regarding column will be the record that prompted the workflow to run. If you’re ever curious about if the ClickDimensions workflow succeeded or failed, you can click into the system job and view the exact steps the workflow took to perform your desired action.
You can also view these system jobs by going into the Email Send, text message or social post record, accessing the Related Records menu and clicking Background Processes. This will display any system jobs related to your Email Send, text message or social post. It is normal to see two ClickDimensions Execute Send system jobs for scheduled sends, Campaign Automation emails, Quick Sends and immediate split tests. For scheduled split tests, it is the expected behavior to see three system jobs related to the Email Send record.
If you’re wondering why an Email Send, text message or social post is stuck in the outbox view not sending, you can access the related background processes of the Email Send record. If there are no system jobs located there, this is a good sign that one or more of the ClickDimensions workflows have been disabled. If this is the case, reactivate the ClickDimensions workflow(s) and assign them to the service user for your account. Any emails stuck in the outbox will not automatically send out when you do this, but you can clone the record in the outbox view and send out the clone.
Whenever updating your ClickDimensions solution, be sure to check Activate any processes to ensure that the workflows remain activated. See the Manually Updating ClickDimensions article for further information.
FYI
In ClickDimensions Version 9.18 we updated the ClickDimensions Solution's 6 Workflows to 3 Workflows, as the 3 auto-responder Workflows were no longer necessary.
- If you installed ClickDimensions into CRM for the first time after Release Version 9.18 you will only see 3 Workflows.
- If you installed ClickDimensions prior to Version 9.18 you could still see the 6 Workflows.
Feature Updated: 9.18