Weston Packard
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Conditional Statements
A Conditional statement allows you to dynamically determine which content will display in an email for a recipient based on information stored in Dynamics. For example, you can display specific co...
Decision Nodes
A Decision Node is used in Campaign Automations to determine which path a participant (Lead or Contact in the Campaign Automation) will go down based on specified criteria. NOTE: If a participant...
Click's Support Policy – Supported Versions
Supported Versions of ClickClick releases updates to its solution for Microsoft Dynamics/CRM on a regular basis. Technical support is provided at no additional charge to all current customers provi...
Uninstall the Click Solution
Click is provided as a managed solution for Microsoft Dynamics 2013, 2015, 2016 and Dynamics 365. This means that Dynamics is responsible for the processes of installing and uninstalling the soluti...
How Does Click Interact with Dynamics' Web Services?
Click uses the Microsoft Dynamics Dynamics SDK to communicate with Dynamics' web services. When you register with Click, you will provide the Dynamics URL at which our Azure-hosted application can ...
HTML Email Best Practice Recommendations
Not all email clients process HTML the same way. In order to be certain that your emails will be displayed as intended in as many email clients as possible, we recommend that you follow these best ...
Find Your Way Around the Landing Page Block Editor
The Block Editor is a Landing Page editor that allows user to design a page using predefined content blocks. Goals Learn how to use the Block Editor to design a Landing Page Dynamics 365 Sel...
Add an Outside Anchor Link to an Email
Do you have a hyperlink you'd like to add to your email that has an anchor on it? In other words, a hyperlink that automatically directs the recipient to a specific location on the linked page rath...
Error: An unsecured or incorrectly secured fault was received from the other party.
When navigating to Click's functional areas in a Microsoft Dynamics deployment that has been configured for IFD (Internet-Facing Deployment) using ADFS, you may be presented with the following erro...
AI Message Generation for Stories
This feature gives Board admins the ability to automatically generate Messages for a Story from the input of Story Title and Description, so you can quickly fill out the content that Advocates will...