Weston Packard
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Filtering Charts
Filtering Charts Charts may contain a filter. If you see an icon like this at the top-left of a chart cell when looking at the Dashboard it means that the data in the chart is filtered. This filter...
Set Up TikTok Profile
TikTok 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, schedule,...
Replies
This article explains how to configure your SMS connectors to allow SMS recipients to respond to your SMS messages and associate the response to their Dynamics Lead or Contact records. Please note ...
Add Contact to a Sequence
ADD CONTACT TO A SEQUENCE There are different ways to add a Contact or multiple Contacts to a Sequence, here we will explain those. Table of Contents: From a Contact Record From a Sequence From a ...
Form Block in Landing Page Drag & Drop Editor
When using the Landing Page Drag & Drop editor with embedded forms, ClickDimensions highly recommends you “clone” your form prior to embedding it. This will ensure the form will work properly with ...
Corporate Style
The Corporate Style feature allows you to save text/formatting styles within the Drag & Drop editor so you can reuse those styles across your various emails. This takes the guesswork out of which c...
Editing an Automation with an Expired Date Timer
When working with Campaign Automations, you might have one that has a Date Timer in place and the time used in it has expired. If you need to edit it at all, you would typically run into an issue b...
Content Download - Template
Purpose The Content Download template is designed to identify contacts/leads interested in your content (white papers, eBooks, etc.) offerings. Selecting the Template You can follow our instruction...
Web Content - Google Captcha
In the ClickDimensions Form, Survey, and Subscription Management editors, a Google Captcha can now be added to the respective record to prevent spam submissions by bots. Goals Learn how the Google...
Can I Add Custom Fields to Click Entities?
Yes. You can add custom fields to Click entities. Follow the best practices outlined below: Forms If you wish to add your own custom fields to Click forms, such as the Email Send form, we strongly ...