Weston Packard
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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...
Email Analytics Dashboard
Dashboards are customizable views that can display various records and charts from your environment. They come standard with Dynamics, but you can also view Click content within them and dynamicall...
Introduction to Web Tracking
Web Tracking will give you insight on how your website is being used and record the traffic that accesses it. You can see which pages have been clicked on, how long a user spent on a certain page...
Click Solution Update FAQs
Dynamics 365 Legacy Click offers three methods for updating the Click Solution: Manual, On Demand, and Automatic. Below are frequently asked questions about using these methods to update the C...
Preparing to Register for Click
Before testing your Dynamics environment's external access or attempting to register for a Click solution, refer to the following articles: Configuring external access Firewall considerations Chec...
Where to Find Legacy Score Information (legacy)
Click scores your leads, contacts, and anonymous visitors. The scoring is based on several different actions, including submitting a Form (or receiving an error when submitting a form), visiting yo...
How Do I Check or Upgrade My Click License Level?
Dynamics 365 Legacy Navigate to Settings & Support > ClickDimensions Settings. You will then see this screen which shows you which license level you have: If this appears to be wrong, please...
Create an Email Template
To send an email, it is good to start with creating an Email Template. This allows you to use this content again later, or make a clone and change some of the content for a new email. From Click's ...
Sharing Videos
Click Social supports sharing videos on Facebook, Instagram, LinkedIn, X (Twitter), TikTok, Bluesky, and YouTube. To ensure that your videos will be shared without issues, we validate each video ac...