FAQs

Account Questions

• Scope of ClickDimensions Support
• How Do I Check or Upgrade My License Level?
• Storage Space Available Per License Level
• Which Version of ClickDimensions Do I Have?
• Which Version of CRM am I using?
• ClickDimensions Support Policy – Supported Versions

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Best Practices

• Enabling Third Party Cookies in Supported Browsers
• Features that help with GDPR Compliance
• Considerations when Performing a Database Restore or Sandbox Copy/Reset for a Dynamics System Integrated with ClickDimensions
• Migration and Upgrade Scenarios for ClickDimensions
• Considerations for Dynamics and SQL Server Performance
• Permission-Based Email Marketing

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FAQs

• Inactive Record Settings
• ClickDimensions FAQs
• ClickDimensions Solution Update FAQs
• Does ClickDimensions work with Multi-Factor Authentication?
• Can I Add Custom Fields to ClickDimensions Entities?
• What is and is not allowed in an Email?

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Knowledge Base

• Uninstall the ClickDimensions Solution
• Deleting a Lead or Contact's ClickDimensions Data
• ClickDimensions Localization
• Individual Tracking Summary - Profile View
• How to Insert ClickDimensions Profiles Navigation Link Into Custom Contact Forms

Tips & Tricks

• Email Accessibility and ClickDimensions
• Building Marketing Lists Based on ClickDimensions Activity
• Unlock a Marketing List
• Creating automated and personalized birthday emails
• Add a User Photo to an Email Dynamically using a Photo URL Field
• Add an Outlook Calendar Event to an Email Template

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Troubleshooting

• Error: "Something Went Wrong" In Email/Form/Survey Designers
• ClickDimensions Error Log
• ClickDimensions Security Errors
• Common Email Send Issues
• Error: "Metadata Contains A Reference That Cannot Be Resolved"
• Error: An unsecured or incorrectly secured fault was received from the other party.

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Subprocessors

• ClickDimensions Subprocessors February 2, 2024
• ClickDimensions Subprocessors November 28, 2022
• ClickDimensions Subprocessors July 11, 2022
• ClickDimensions Subprocessors December 9, 2021
• ClickDimensions Subprocessors August 10, 2021
• ClickDimensions Subprocessors July 13, 2021

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