Weston Packard
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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...
Create Form Fields
If you are creating your forms using the Form Capture records or the Form Builder, you will start by creating Form Fields. (The Form Designer does not utilize Form Field records.) If you have an ex...
Business Process Error: Unhandled Exception, Error in <Click Entity> plugin
Overview When attempting to create a Click record, such as a Domain record or a Web Content record, or when trying to add members to a Marketing List, the user may receive an error message Business...
Apply Transitions to Video Clips
Use transitions in Video Studio Editor to create smooth visual effects between video segments. Apply fade and blur effects to the start or end of your clips for a more polished edit.Transition Type...