Weston Packard
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Profile Management Data Sync
Click provides a feature called Profile Management which is used to prepopulate forms with a Lead or Contact's preexisting data. This is a useful feature, but if you are sending a very large Email ...
Error: "Error in AddMemberList plugin, Principal user is missing prvReadcdi_nurturebuilder privilege"
When a User in your Dynamics environment attempts to add a member to a Marketing List, They may encounter the following error: Error in AddMemberList plugin, Principal user is missing prvReadcdi_nu...
Participants
The Campaign Automation builder's Participants tab shows a list of every Lead or Contact who is running through or has run through the Campaign Automation. Participant Tab Statuses From the Partic...
Email Send Statistics Report
After an Email Send has been sent you can download the PDF statistics report. This report will show the graphs that you see in the Statistics area of the Email Send record along with some of the de...
What to Do if Your Click Solution File Does Not Match Your Environment URL?
If you have navigated to Settings > ClickDimensions Settings and noticed that your environment URL doesn't match the External CRM URL listed there in the settings area, then you either have an inte...
Programmatic Form Capture
Programmatic form capture is an open-source community-supported project. This information is provided without warranty and is subject to change. Click does not provide technical support for Program...
Embedding Web Content
Once you've created a Form, Survey, Subscription Page, or Landing Page you'll want to embed it in an email or on your website in some way. Click offers several embedding options for every Web Conte...
Click Security Requirements
This article outlines Click's use of Microsoft CRM entities and the security requirements for ongoing use. Deployment Setup To provide the Click service access to your Microsoft Dynamics CRM on-pre...
Adding Recipients
Click allows you to send to any combination of Leads, Contacts, Accounts, and Marketing Lists (including any combination of Static or Dynamic Marketing Lists). You'll be able to do this after you'v...
Secrets to Creating Great HTML For Email Marketing
Creating HTML emails isn't rocket science but it can be tricky since email programs all display HTML in their own way. You'll be much happier if you take the time to understand the mechanics of HTM...