Weston Packard
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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...
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...
How Automagically Schedule Works
When scheduling posts, your Advocates will see the option to "Automagically Schedule" in the Share dropdown menu. This allows Advocates to let Click Social pick a time in the future for their post ...
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...
Creating an Email Template from an Email
Typically, Emails are created from an Email Template, but sometimes you may create an Email, or modify it from the original template enough that you want to save it as a new template to use in the ...
Social Sharing in Free Style Editor
Click's Social Share feature lets you insert links into your emails that will let your recipients conveniently share your email on Facebook, X (Twitter), and LinkedIn. If it is shared you will see ...
Conditional Rows
The Dynamic Content feature allows for conditional statements in your Email Designer templates.Display conditions allow you to pick a condition, apply it to a row, and thus show different content b...
How to Make Changes to the Click Service User
Goals Learn how to change the password on the service account that was set up for Click to communicate with Dynamics via Username/Password authentication for On-Premise customers. Problem/Scenar...
Title Block
The Email Designer's title content block allows you to set the H1/H2/H3 tag without custom HTML. This enables you to order your design for compliance with web accessibility standards. If you're usi...