Weston Packard
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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 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....
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...
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...
AI Assistant
The Email Designer contains an AI Assistant feature.While AI offers a range of powerful functionalities that can benefit businesses and content creators, it is important to emphasize that it should...
Transactional Emails
If your account is switched to the Opt-In subscription method, you will see an option to set your Click emails (ex. Quick Sends, Email Sends) as Transactional. As of Click Release Versions 10.5 and...
Set Up an RSS to Email Connector
The RSS to Email Connector will allow you to automatically send emails to marketing lists at set times straight from your blog. For example if you publish a post on your blog this afternoon, tomorr...
File Manager - Add an Attachment to an Email
In order to expedite the email sending process, Click emails do not allow attachments in the traditional sense. Instead, Click handles attachments using the File Manager. The File Manager allows yo...
Google Analytics UTM Tracking and Click Emails
UTM tracking is used by Google Analytics to uncover where visitors come from. This is done by adding UTM parameters (also known as a UTM tags or codes) to a URL in order to help track the source of...
Send a Click Email via a Workflow
There may come a time when you want to create an automated process based on a Click entity. Our Form Actions and Campaign Automations have helped make this process easier, but sometimes you may wan...