Weston Packard
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Error: "Something Went Wrong" In Email/Form/Survey Designers
You may see this error when trying to access one of the designers: Something Went Wrong – If the problem persists please contact your Customer Success Manager or open a support ticket at https://su...
Click: On Demand Solution Update
Dynamics 365 Legacy For Microsoft Unified Interface customers, the Click solution can be updated on demand when a new solution is available. The Click Service user must have the System Administ...
Dashboards Overview
Dashboards use visual representation such as data tables and charts to help tell a story about data. It’s a great method for presenting data in an easy-to-understand way and allows users to quickly...
Getting Started with the Email Designer
This article applies to Email Designer, our newest email editor.In this quick start guide, we'll briefly cover all the features inside of the Email Designer.To open the Email Designer, click the "D...
Uninstalling Sales Engagement from Dynamics
The Sales Engagement Solution consists of two Dynamics managed solutions that can be uninstalled by following the below steps. NOTE: this article and below steps apply only to the Sales Engagement ...
BulkSMS Connector Setup
SMS with Click allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your BulkSMS account. You'll need your BulkSMS account information to configu...
Multiple Option and Radio Button question types with Gravity Forms
You have the ability to use Multi-Select form fields in form captures. This functionality is also available for use with our Gravity Forms integration, but requires specific setup to work properly....
MessageMedia Connector Setup
SMS with Click allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your MessageMedia account. You'll need your MessageMedia account information ...
Twilio Connector Setup
SMS with Click allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your Twilio account. You'll need your Twilio account information to configure...
Handoff
The Handoff feature enables effective handoff of prospects between the sales and marketing teams. With the Marketing handoff, a sales rep can share leads with marketing that have been qualified but...