Weston Packard
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Setup an Email CNAME
Setting up an Email link CNAME is not required in order to properly track and record link clicks. However, setting up the Email link CNAME is recommended because it presents more consistent corpora...
Viewing Social Posts and Social Clicks within Dynamics
This article will discuss how to view the Social Posts and Clicks within Dynamics that have been generated via the Social Platform. Please be sure you check out our documentation on how to set this...
Set Up X Profile
X (formerly Twitter) is one of several social platforms that can be integrated with the Click Social Marketing feature powered by Oktopost. You may include Twitter Profiles and set up these integra...
Storage Space Available Per License Level
Click provides users with the ability to upload images, files, and layouts through its Email Template editors and Landing Page designers. The total storage space available for your organization acr...
Which Version of Click Do I Have?
Need to know which version of Click you have? Here is how to find out. D365 Legacy Navigate to Settings & Support > ClickDimensions Settings > Click on Solution Management. Dynamics 2013/201...
Considerations for Dynamics and SQL Server Performance
Implementing a fully-integrated marketing automation solution like Click can reveal areas of your Dynamics deployment that require optimization. Depending on your usage of different feature areas o...
Event Records
Click provides a series of connectors that integrate with event management services, such as GoToWebinar and Eventbrite. These connectors can create Event records in your Dynamics environment that ...
Setup Domain Records
A Domain Record is a record of the domain of any website upon which you intend to place the Click tracking script on or embed a Form, Survey, Landing Page, or Subscription Management page. Domain r...
Click Dashboards: Analytics Records
Dashboards are customizable views that display various records and charts from your environment. They come standard with Dynamics, but you can also view Click content within them and dynamically ed...
Lead Grading and Scoring (legacy)
The term Lead Scoring in the marketing automation space can be a bit confusing for Dynamics users. This is because CRM systems like Microsoft Dynamics have records for individuals named Leads and C...