Weston Packard
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Set Up Facebook Profile
Facebook is one of several social platforms that can be integrated with the Click Social Marketing feature powered by Oktopost. You may include Facebook Pages and Facebook Groups and set up these i...
Which Version of Dynamics am I using?
There are a number of different versions of Dynamics; which one you are using will affect things such as how you navigate in your environment, how things look, and which Click solutions we generate...
Dynamics License Types Compatible with Click
Click enhances your Dynamics experience by providing an automated marketing solution so you can effectively communicate and market to your customers. However, the integration between Dynamics and C...
Personalization Menu
The simplest way to add FreeMarker/dynamic content to a Click email template is to use the Personalization Menu. These menu options allow you to generate dynamic content for any field on the Lead, ...
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...