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Weston Packard

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  • Table Block

    This article covers the Email Designer's table block.The table block allows you to add tables to your email templates.How To UseYou can find the table block in the content sidebar.When you drag a t...

  • Click Version Naming Update

    As of January 2023, Click Marketing Automation and Sales Engagement will use a new version naming convention. The goal of this change is to help clarify when specific changes may have been made and...

  • Email Campaign Check List

    Getting ready to send out your next big Email Send and feel like you may have missed something, but you're not quite sure what? Don't worry, we've all been there. Here's a handy checklist to run th...

  • Activities

    Sales Engagement Activities Activities are created for each step in the Sequence. Activities are essentially your to-do List. To access them go to Activities on the left navigation while in the Ap...

  • Calendar

    The Calendar feature for Click Social Marketing makes it easy to view and schedule your posts from your social profiles. This article will outline the basics of accessing and using the Calendar to ...

  • Video Block in Landing Page Drag & Drop Editor

    The Video content block lets you insert thumbnails or embed videos into your landing pages. The Video Block is accessible in the Landing Page Drag & Drop Editor's 'Content' tab. To add it to your L...

  • Video Block in Drag & Drop Editor

    In a Drag & Drop email editor, you can place a Video block which will hold the URL and thumbnail image for a video that you want to include in your email. At this time, YouTube and Vimeo videos are...

  • Plugin Errors in On-Premise Environment related to Sandbox Processing Service

    NOTE: This article applies to on-premises deployments of Dynamics only. In certain conditions, a plugin may cause the following error: Unhandled Exception: System.ServiceModel.FaultException`1[[Mic...

  • Email Clients

    If you would like to review information about which devices and email clients your readers are viewing your Click emails on, access these statistics from the Email Statistics menu under the Email C...

  • How to Send a Form Capture Email Notification

    When a Click form is submitted, you are able to use form actions to send out an email notification to user(s) that contains a report of all information submitted in the form. Unfortunately, when us...