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Weston Packard

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  • Update Related Records from an Event Participation Record

    By default, Event Participations only map first name, last name, and an email address to the corresponding Lead or Contact record in Dynamics. This post provides an overview of how to create a work...

  • Permission-Based Email Marketing

    Click's terms and conditions require that all of our customers adhere to permission-based marketing practices. Following are frequently asked questions about what this means. What is Permission-Bas...

  • Sent Email Send Record: Statistics for Your Email

    After you have successfully sent out an email with our Email Send record, it will be moved from the My Drafts or All Drafts view into the Sent view. The record is now referred to as a Sent Email Se...

  • Customizing a Landing Page with CSS in the Block Editor

    If you are creating a Landing Page in Click with the Block Editor you may want to be able to add extra scripts like CSS and JavaScript to your page. This article will give an example of how you can...

  • Add a User Photo to an Email Dynamically using a Photo URL Field

    Have you ever wanted to send a more personalized email to a customer or client with information about their representative at your company? This article will explain how to send an email to a Lead ...

  • Introduction to Surveys

    Surveys are a way to get feedback from your customer base or other clients. They allow users to answer a set of questions you provide to give you insight on how your product or service is being rec...

  • Send an Email Send

    After you've created your Email Send record, added your recipients, tested your email, and you are satisfied, then you are ready to Send.Goals Learn how to send an Email Send to your recipients Lea...

  • Create a Subscription List

    IMPORTANT: Your CNAME and Domain records also need to be set up before creating your Subscription Lists. Creating Subscription Lists in Click will provide your readers the ability to manage for whi...

  • Landing Pages Dashboard

    The Landing Pages Dashboard provides insight into your Landing Pages' performance. Access the Landing Pages Dashboard by selecting "Landing Pages" in the Dashboards navigation bar: The Landing Page...

  • Crisis Management

    Click Social Crisis Management allows you to quickly respond to any social media crises by defining a set of powerful rules that enforce account-wide behaviors while your account is in Crisis Mode....