Weston Packard
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Out of Office Replies
When someone you send an email to is out of the office and has their automatic replies on, Sales Engagement will recognize these replies and automatically pause the Sequence Instance. That way the ...
Updating your Social Marketing Account Owner
If you have already created a Social Account, then you may need to update its details in the future to give access to a different person. If you have not yet set up a Social Account, then please se...
Title Block in Landing Page Drag & Drop Editor
The Title content block lets you insert headings or enlarged text into your landing pages. Content Properties Selecting a Title block will open its Content properties. The following are the styli...
Set Up GoToWebinar Registration Form Fields
When the GoToWebinar connector has been configured in your Dynamics environment Event Participation records will be created in your environment for each person that registers for a webinar. The dat...
Using SQL to Troubleshoot Import Issues
Sometimes you will come across unusual errors when attempting to import a solution in Dynamics. Here is a recent example of an import error that failed at the point of updating the "Entity Relation...
Add a Sender to the Safe Sender List
Many email applications and email providers will try to filter out unwanted or spam emails. Unfortunately, this can sometimes result in filtering out email that you actually want in your inbox. One...
Individual Tracking Summary - Profile View
There is one place you can go to see all tracking summary, email and web, on an individual Contact or Lead in the same place. Dynamics 365 Legacy Accessing the Profile Open a Lead or Contact re...
How to Filter Web Analytics
Filtering web analytics is a way to prevent unhelpful data from appearing in your Dynamics environment. For example, Google "crawlers" may create records of visits that may seem as though they orig...
Unsubscribes
Whenever somebody chooses to unsubscribe from your email content or SMS Messages, Click will record that choice as an Unsubscribe Record. Specifically how Unsubscribes are managed varies depending ...
What Does "An error occurred while trying to add the report to Microsoft Dynamics." Mean?
"An error occurred while trying to add the report to Microsoft Dynamics. Try adding the report again. If this problem persists, contact your system administrator." While importing a managed solutio...