Weston Packard
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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 ...
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...