Weston Packard
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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...
Introduction to Landing Page Drag and Drop Editor
The Drag and Drop editor gives users the ability to craft their own landing pages by dragging and dropping content blocks and using the collection of styling tools to achieve their desired look and...
Social Clicks Trigger
The Social Clicks trigger allows you to check to see if an identified visitor has visited a specific Social Post. The trigger may be used as an Entry Point Trigger or as an Internal Trigger. If th...
Introduction to Online Surveys
Click gives you the ability to create your own surveys in Dynamics. When people submit a survey, all answers will come into your Dynamics environment. This article will cover how to create a survey...
Intro to the Marketing Calendar
The Click Marketing Calendar is designed to help you see your marketing campaigns and related work at a glance. For example, you will be able to see which Campaigns are running in a particular mont...
Marketing Calendar Entities
On the Marketing Calendar, you can see the 6 entity items at a glance. (clicking the bullet point links will take you to the respective article on the Marketing Calendar Entity) Campaigns Email Ca...
Using Campaign Automation Templates
Table of Contents Templates Selecting Editing Saving/Publishing FAQs Campaign Automations allow you to build out an automation scenario to market to your customers in a timely manner. However, ...
Email Accessibility and Click
Click's Email Editors provide the tools and features necessary for users to create ADA (Americans with Disabilities Act), WCAG (EU Accessibility Act Web Compliance Accessibility Guidelines), Europe...
Features that help with GDPR Compliance
Click has features that help you to be GDPR Compliant. In this article we'll give an overview of these features and link to the more in depth help articles about each of them. Switch your account ...