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Weston Packard

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  • Email Editors: Personalization

    One of the benefits of using Click is that you can personalize your email with Dynamics data. You can personalize the email with information from Lead, Contact, Account and User records as well as ...

  • Click Localization

    In order to be certain that all our features will work as intended in any user language, we recommend that you always enable English (LCID 1033) in your Dynamics system when it's not the base langu...

  • Click Heat Map

    The Click Heat Map is a visual report for a Sent Email Send that shows which links on the email template were clicked, as well as the percentage of total clicks that each link represents. Goals Le...

  • Email Social Sharing Statistics

    After sending your email, you'll want to see who shared your email on social platforms and how many shares happened over all for Facebook, Twitter, and LinkedIn. (If you have not done so, you can l...

  • Does Click Track Visits from Search Engines?

    Yes. Placing the Click tracking script on a webpage will record visits to that page by search engine bots or crawlers, such as those used by Google and Bing to index pages on the web. Goals Learn ...

  • Import failure when using a non-English base Dynamics deployment or an existing Starter kit has been installed

    In some non-English base deployments of Dynamics, importing the Click solution will fail. The source of this issue stems from an underlying Microsoft Dynamics label problem resulting in duplicate e...

  • Can't upload images or videos to the Media Library

    An error that can happen when trying to upload an image or video is: "Oops! Something went wrong during the upload" or "Can't upload".If you are unable to upload any image or video, there may be a ...

  • Self Sign-up

    To make things easier, employees are able to sign themselves up as Advocates. This option can be turned on and off within the Board Settings tab's Sigup options: Once the Inviting option is turned...

  • Paragraph Block

    This article covers the Email Designer's paragraph block.The paragraph block allows you to add text to your email templates. The text within the paragraph blocks can be styled and formatted as need...

  • Add an attachment to an email

    ADD AN ATTACHMENT TO AN EMAIL Do you want to include a document, meeting request, or any other attachment in a Sales Engagement email? See below for the simple steps to do so.  Before we start, the...