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Weston Packard

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  • X (Twitter) Search Stream

    The X (Twitter) Search Stream is an extremely powerful way of engaging the right audience on X (Twitter). With Click Social, any user can connect their X profile and create a stream based on a cust...

  • Board Settings

    The Click Social Advocacy Board allows you to share content with employees and brand advocates. You can customize the Advocacy Board and decide what features to include in the Board from the Board...

  • Setting Up Approval Workflows

    In many marketing teams, approval processes are essential for reviewing and editing social media posts and messages before publication. With Click Social, you can easily set up single or multi-step...

  • Setting Up Queries

    Social Listening is accomplished through queries. Queries collect data from social media, news sources, and blogs based on keywords and filters that you define. Once you add a new query, it will co...

  • Menu Block

    This article covers the Email Designer's menu block.The menu block allows you to add menus to your email templates.How To UseThe menu block can be found in the Content sidebar.When you drag a menu ...

  • Autoplay Video Block in Landing Page Drag & Drop Editor

    The Landing Page Drag & Drop Editor's Autoplay Video block allows you to add videos to your Landing Pages. Autoplay Video Block: Use a viewed.video video identifier (ID) to add a video that will pl...

  • Updating The Click Marketing Automation and/or Sales Engagement Solutions

    There are three methods for updating the Click solution file: Automatic Solution Update On Demand Solution Update Manual Solution Update Please click the links above for details about each of the t...

  • Viewing Charts and Data Tables in Dashboards

    Viewing a Chart Dashboards contain charts, each in its own cell. When you hover over the elements in a chart e.g., segments of a pie chart, bars in a bar chart or bubbles on a map you will see addi...

  • Users

    The first step for a Click Sales Engagement user is to define their settings. This article will explain the options and settings available to users. Any user can create their own user record via th...

  • Individual Text Messages

    There are two ways to send an SMS - Bulk SMS to a Marketing List or Individual SMS to one Contact, Lead, or User. In this article we will show how to send an individual text message. Create new Tex...