Weston Packard
- Total activity 641
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 0
- Subscriptions 168
Articles
Recent activity by Weston Packard Sort by recent activity-
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...
Handoff to Sales
Handoff to Sales Once the marketing team have qualified a prospect, they can assign this lead for sales follow up in the Sales Handoff entity. Step 1: To use a sales handoff, start with creating a...
Add New Item Button
When using the Marketing Calendar, you have the option to create a new record from one of the available entity types. Simply click on the plus sign at the top right of the calendar to select which ...
Contact Us Form - Template
Purpose The Contact Us Form template is designed with a follow-up you can use for staying connected with your customers who submit a contact form. While it's intended for a contact form, you can us...
Data Syncing and the SQL Server
How the Data Syncs When Click interacts with Dynamics web services we do not make any direct connections to the SQL Server. So to synchronize data, our application connects to Dynamics web services...
Bounced or Blocked Emails from Campaign Automations
Campaign Automation emails receive the same statistics of bounces, blocks, unsubscribes and more on the related Email Send record as well as provide some overall stats for you to see the performanc...
Opt-In Subscription Management FAQs
By default Click will send to anyone for whom there is a valid email address, no unsubscribe record, and no opt-out for a particular subscription list. Changing to the opt-in only method will enfor...
Content Blocks
Content Blocks are the most basic element of a Drag and Drop Email Template. Content Blocks are added to Sections and are used to display specific types of content within the template, such as text...