Weston Packard
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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 ...
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...
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 ...
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...
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...
Working with borders
Border settings are available in the row settings of any design created in the Email Designer. While working with borders, you have the option to do so for all sides, or for each side individually....
Create a Click Survey (Legacy Survey Designer)
Click gives you the ability to create your own surveys in Dynamics. When people submit a survey, all answers will come into your environment. This article will cover how to create a survey in Dynam...
Working With Padding
Most design elements within the Email Designer include padding settings. Default padding features allow you to set the padding around an element for all sides at the same time. For more granular co...
Single Send Email
If you want to send a trackable email to one person you can create an Email Send Record straight from the Lead or Contact record. NOTE: Individual Emails can also be sent via Quick Send or via a Dy...