Weston Packard
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Enhanced Transactional Emails
Click Version 11.6 introduced the ability to trigger individual transactional email sends from an external system or process outside of the Click UI with more consistent delivery times. These email...
Common Email Display Issues in Outlook
Click’s Email Editors allow users a great deal of control over the styling of their emails, but sometimes the email may not be consistent with that initial design once the customer receives it in t...
LinkedIn Repost Stories
LinkedIn Repost Stories allow advocacy admins to create advocacy stories from published LinkedIn posts, enabling advocates to reshare and engage with corporate content. This feature is particularly...
Saved Rows
Email Designer users can save content and use it again later. When editing a design, you can design a custom row (e.g., a header, a footer. a "Promotion of the Month" section, etc.), save it, and e...
Upgrading Through Multiple CRM/Dynamics Versions
If you are upgrading through multiple versions of CRM/Dynamics (i.e. from Microsoft CRM 2011 through CRM 2013/2015/2016 to a more recent version of Microsoft Dynamics) you must follow the steps bel...
How are Statistics Calculated for Email Sends?
Using Advanced Filters to re-create the Statistics queries Email Send records display the statistics of deliveries, bounces, opens, and clicks in two ways. They are displayed in the "Sent" view for...
Suggestions
The Content Suggestions feature allows Advocates to recommend content for sharing on the Advocacy Board. New suggestions are moderated by the Click Social user who manages the Board and decides whe...
Dark Mode Preview
A "Dark Mode Preview" toggle is available in the Email Designer's Preview mode. This allows the simulation of rendering designs on devices with dark mode enabled.Dark mode is a device or applicatio...
Personalization in Free Style Editor
One of the benefits of using Click in your Dynamics environment is that you can personalize your email with Dynamics data. You can personalize the email with information from Lead, Contact, and Acc...
Email Send: A/B Testing (Split Testing)
With A/B Testing (also known as Split Testing) you can test two versions of your email with varying subject lines, preheaders, from names/emails, from record owners, templates, or send time. The t...