Weston Packard
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Visualize your data from Dynamics 365 and Power Apps
Microsoft pushed a new feature to Dynamics 365 and model-driven Power Apps during the second half of 2022. This new way to visualize data and gain insights allows users to view embedded Power BI re...
SMS Unsubscribes
Just like with emails, recipients can unsubscribe from receiving text messages sent from your organization. Goals Learn how customers can unsubscribe from SMS messages Learn how SMS unsubscribes a...
Activity Dashboard
The Activity Dashboard allows the Sale user to view their due and overdue activities at a quick glance. The dashboard also shows your completed activity by This Week, This Month and Last Month.
Build a Sequence
Sequences are the core of Sales Engagement. They allow you to automate much of your otherwise manual work in reaching your leads. Sequences are strings of different types of activities with time in...
Image Block in Landing Page Drag & Drop Editor
The Image content block lets you insert images that can serve as hyperlinks into your landing pages.Content PropertiesSelecting an Image block will open its Content properties.Browse: Allows you to...
Event Invitation - Template
Purpose The Event Invitation template is designed with a process you can use for encouraging your customers to register and then keeping them up-to-date once they have. Selecting the Template You c...
Architectural Review
Before deploying Click, we recommend that you perform an architectural review of your Dynamics deployment to evaluate your environment's ability to handle the increased volume of data that will occ...
Common Email Send Issues
Some of the most common questions that our customer support team receives involve Email Sends that didn't go quite as planned. This article covers the most common Email Send issues, their causes an...
Web Content Components
Components are non-field items that can be added to a Form to expand its functionality or styling options. Components can be added to Forms, Surveys, and Subscription Pages. Table of Contents Wher...
Setup a Web Content CNAME
Web Content CNAMEs are used to brand links to web content records (Forms, Surveys, Landing Pages, and Subscription Management Pages). Form, Survey, and Subscription Page submissions will be properl...