Weston Packard
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Set Up Instagram Business Profile
Instagram is one of several social platforms that can be integrated with the Click Social Marketing feature powered by Oktopost. Connecting to these social profiles will allow you to create, schedu...
Application User Authentication
Purpose The best method to authenticate to the Click service is by using an Application User. The Application User authentication method ensures compliance with the Microsoft multifactor authentica...
Deleting a Node in a Live Campaign Automation
Before a Campaign Automation is published, nodes (actions, triggers, and timers) can be safely added and deleted as needed. However, once a Campaign Automation has been published, any edits made to...
Conditional Sections
To make personalization easier in your emails, The Drag & Drop editor's Conditional Sections allows you to specify whether a recipient should see that section of the email or not. NOTE: Custom look...
Double Opt In - Template
Purpose The Double Opt In template is designed to add a level of confirmation to your subscription process. It helps you build a process that confirms your contacts/leads have signed up with a vali...
Deliverability Considerations
Choosing your Sending Email Address When sending emails from Click, users can select the From address from a variety of options—the Dynamics users who own the recipient contact/lead records, a sing...
Does Click work with Multi-Factor Authentication?
Some organizations have implemented multi-factor authentication (MFA) to restrict access to their Dynamics environment. MFA is a way to prompt a user to enter a code or use another means to verify ...
Restrictions
Below are some restrictions to keep in mind when using FreeMarker code to reference Dynamics fields. Test Emails Most FreeMarker code will not populate in an email that's been sent via the Test but...
Negative Paths
Negative Paths represent the follow-up Triggers, Actions, Series, and/or Timers that a participant goes through if they do not perform an activity that is checked for in a specific trigger. All ...
Tracking Event Registrants Using Form Submissions
Click includes a feature called Event Management that allows a user to create a connection between an Event Management service, such as GoToWebinar or WebEx, and automatically have records created ...