Weston Packard
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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 ...
How to create a Form with Form Designer
Note: The Form Designer is available only for customers on Click UCI (Unified Client Interface) application. Customers with Click On-Premises/Online using the Classic Interface will not be able to ...
Sales Engagement Installation and Configuration Steps
Click Sales Engagement (SE) is installed via a package installer. There are also some configuration steps that the installation admin will need to complete within their environment following the in...
Introduction to Adjusted Opens
Apple Mail Privacy Protection Following the release of Apple Mail Privacy Protection (MPP), users of the Apple Mail app can choose to protect their mail activity. When enabled, this will cause emai...
Bulk Messages
Bulk Text Messages are used to send a text message to one or multiple Marketing Lists. If you want to send to just one person, read about that in our Individual Text Messages article. And if you h...
Handoff to Marketing
Handoff to Marketing If a rep has reached out to a prospect and qualified the prospect fits the target profile, shows interest but it not ready to make a purchase decision, the rep can pass the pro...
Online Surveys Question Types
The Online Survey editor does not require survey questions to be created beforehand and relies more on the properties set for each question. The description of each property for each type of questi...
Creating an Event
When using Click Event functionality, there are a few options to having your event created. You can manually create events without a connector, you can use a connector to create your events, or you...
Email Dynamic Preview
Dynamic Preview is available in our Drag & Drop editor as a way for you to preview how personalized elements in your emails will appear for specific recipients. Personalization When using personali...