Weston Packard
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Saved Templates
Table of Contents Saving Templates Using Templates FAQs Part of the Campaign Automation Templates feature includes the ability to save as well as use saved templates. So when building out Campa...
Dynamics Data Created by Click
When the Click solution is installed, it adds custom entities to your Dynamics 365 (D365) database and UI. These entities are provided to allow your users to access Click features as well as to sto...
Click Authentication Errors
The Click editors and Settings Page all utilize data from the Click cloud service and make use of cookie-based authentication to ensure that only the appropriate users from your organization are ab...
Considerations when Editing a Live Campaign Automation
Sometimes after you have built and published a Campaign Automation you may need to make an adjustment to its structure. When modifying an active Campaign Automation, there are some steps to keep i...
Opt-In Subscription Management
If your company blocks IP addresses, you will need to permit a couple of IPs to use this feature. Refer to the "Processing of Email Sends" and the "Subscription Management" Services described in ou...
Setup CNAMEs with Your DNS Host
Each hosting service has slightly different ways to create CNAME records. Guidelines are provided here for some of the common services. When in doubt, check with the particular company you're using...
Set Up LinkedIn Profile
LinkedIn is one of several social platforms that can be integrated with the Click Social Marketing feature powered by Oktopost. You can connect to a LinkedIn company profile, and/or a LinkedIn pers...
Create a Social Post
Thanks to Click Social Marketing, creating, scheduling, and publishing social posts to various social profiles and tracking the click activity is easy! This article will discuss how to create socia...
Send Email Action
The Send Email action is used in campaign automations to send a Click email to an individual contact/lead/account that is in a campaign automation. Actions can be placed directly on the Campaign A...
Migration and Upgrade Scenarios for Click
What you need to do with your Click solution if you are upgrading Dynamics or moving your Dynamics deployment.IMPORTANT: If you are upgrading through multiple older versions of CRM/Dynamics you mus...