Weston Packard
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Sequence Instances
SEQUENCE INSTANCES A Sequence Instance is created each time a Contact or Lead is added to a Sequence. The record holds the information about that instance and statistics about that instance. To get...
Campaigns
Campaigns allow you to group social posts around specific marketing activities. This enables you to easily analyze and compare the performance of your marketing activities and also maintain consist...
HTML Block in Landing Page Drag & Drop Editor
The HTML content block lets you insert custom HTML into your landing pages. Content Properties Selecting an HTML block will open its Content properties. HTML Block: Allows you to enter your own H...
Export and Import Click Records
Use the Export and Import features within ClickDimensions Settings to move Click entities from one Dynamics environment into another. You can either select the individual records, or choose all ite...
Quick Start Guide: Send Your First Bulk Email
Click offers a wealth of functionality, but as a new user, creating and sending an email is likely the first task that you will tackle. Our help site provides a number of articles that go into gre...
Conversions
If you would like to review information about the activity to your website, including visits and form and survey submissions, generated from a particular email send, access these statistics from th...
Embedding Click Forms or Tracking Script in Your Website's CMS
If you are using a content management system (CMS) to build your website (like SharePoint, ADX, Wordpress, Kentico, Joomla, Drupal, Sitecore, Radiant, or ExpressionEngine, among many others), you m...
Pre-populate a form with data from the recipient’s parent account
It has long been possible to streamline the form submission process for your customers by pre-populating forms sent out through Click emails (if you are not familiar with this process, you can read...
Moving Customizations from Dev to Test to Production when Click is Installed
Many organizations will have multiple versions of Dynamics set up to manage deployments and testing. Typical names for some these environments are: Production (Prod) – This is the main Dynamics e...
Subscription Management Records
In this article, we will cover the different records that are created when someone submits their subscription preferences using a Subscription Page, Form, or Click's Import Tool. Goals Learn about...