Weston Packard
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Assignments
Click Social allows you to easily assign social conversations to relevant team members, ensuring everyone is working together to deliver a seamless customer experience. How to assign social convers...
Countdown Timer
The Email Designer's Countdown Timer content block allows you to add a timer to your emails. Timers create a sense of urgency for your call to actions, and can be a piece of certain template design...
Stream Types
Click Social allows you to set up a variety of streams to monitor and engage with social media channels. Below are the different types of streams available for each platform. X (Twitter) Mentions...
Accessing the Board
Once a User has been invited to the Board, he or she will receive an email invitation with a direct link to log into the application. The invite will also include their password for future logins. ...
Setting up Teams
Businesses often have different social media teams taking care of different regions, languages, or products. The Teams feature in Click Social gives you the ability to define the groups of users wi...
Available Channels and Data
In Social Listening, you can collect and view mentions from the following sources and at the following frequencies: Channel Description Frequency X (Twitter) Posts, reposts, and replies. Real-...
Table Block in Landing Page Drag & Drop Editor
The Table Block lets you insert a table into your Landing Page. Drag the Table Block into your Landing Page layout to generate a new empty table. When you click to select the empty table, you can...
Register for Click's Sales Engagement Solution
New Click customers will be sent a welcome email with a link to our registration page. That registration page is where you will go to enter your Dynamics/CRM environment's information to request yo...
Updating Sales Engagement
This article covers how to update your Sales Engagement (SE) solution to the latest version. This is the only method available for updating SE. First, navigate to the Solution Management window whi...
Selecting a Dashboard
When viewing your Dashboards area, there are two ways to select the Dashboard you want to view: the Navigation Bar and Dashboard Panel. Navigation Bar The Navigation Bar is available at the top of ...