Weston Packard
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Advocate Roles and Permissions
Advocate Roles and Permissions enable admins to manage Advocate access to the Advocacy Board's features and capabilities. Each Advocate is assigned a role when they are invited to the Board. Each r...
Row Management
Every design created in the Email Designer includes at least one row. Rows are the primary structural element for any email you create. Any content block that you drag and drop onto the builder sta...
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...
Set Up Double Opt-in with Click
Click places great emphasis on using permission-based marketing practices for email marketing. One standard practice that marketers like to employ to ensure they are building great, permission-base...
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...
Vertical Alignment
In the Email Designer vertical alignment is a row-level option, but it's useful when working with columns. This setting allows you to determine whether your content sits at the top, bottom, or midd...
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...