Weston Packard
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Score Models - Viewing Scores
After setting up your Score Models, they will begin to generate Scores as your Contacts and Leads take the appropriate actions. To view all of the Scores that have been generated for various Leads ...
What is Click Sales Engagement?
Click Sales Engagement is the only Sales Engagement solution built natively on the Microsoft Power Platform. Designed to work hand in hand with Dynamics 365 Sales and Office 365, Click Sales Engage...
Update Score Action
The Update Score action is used in Campaign Automations to trigger a score update once they reach this action within the Campaign Automation. Actions can be added to the canvas individually, or t...
Setting up your Click Social Marketing Account
In order to utilize the Click Social Marketing features, you will first need to create a Social Marketing account that will be treated as your account owner. This article will cover the initial cre...
Cleaning up your database after Anonymous Visitor Deprecation
As part of our effort to provide valuable data, reduce noise, and minimize the amount of data created in your Dynamics environment, Click stopped syncing Anonymous Visitor records on April 4th 2022...
Transitioning To Click's New Lead Scoring
With Version 12.2 Click made a new and greatly improved Lead Scoring service available to our customers! So that you can adopt the new service at the time and in the way that is best for your busin...
Score Reached Trigger
The Score Reached trigger allows you to check to see if a contact/lead has reached or exceeded a specified score for a particular Scoring Model. The trigger may be used as an Entry Point Trigger o...
The HTML Editor
The HTML editor allows advanced users the ability to tweak and customize the source code of their emails to achieve their desired effect. HTML Editor The HTML editor can be used by selecting HTML a...
Score Models
The Score Models feature allows you to create multiple Score Models that control when and how Lead/Contact scores are modified when certain actions occur. This article outlines how to create and us...
Enabling Third Party Cookies in Supported Browsers
Blocking third party cookies can cause some usability issues, such as preventing the "Open Editor" button for Email Templates to work. Therefore, in some instances it may be required to allow third...