Weston Packard
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Introduction to Social Marketing
Social Marketing with Click allows you to create, schedule, and publish social posts from the Click Social Platform while tracking the analytics from within your Dynamics environment!To use these s...
Building Marketing Lists Based on Click Activity
Marketing Lists are a native Dynamics entity, but they are used extensively with a number of Click features, such as Email Sends, forms, and Campaign Automations. Further still, customers often wan...
Clone a Campaign Automation
After you create a Campaign Automation, you may want to use the same information to create another Campaign Automation. You can duplicate the Campaign Automation so that everything from the origina...
Considerations when Performing a Database Restore or Sandbox Copy/Reset for a Dynamics System Integrated with Click
When performing a restore of a Dynamics database, it is important to note that in certain scenarios Email Sends which have completed may run again after the database restore is complete, while Camp...
Introduction to Campaign Automations
Campaign Automations allow you to set up dynamic paths for a contact or lead to follow based on actions taken by that contact or lead. For example, if the contact fills out a form you can send them...
Introduction to Reporting for Click
Click generates data from your marketing efforts that can provide tremendous insights into your customers’ and prospects’ behavior. Check out some of the great ways that you can learn to analyze th...
Click Enterprise Planning Guide
Enterprise Planning is a term used to denote information that our customers who intend to use Click for a higher volume of work will need. You may have previously seen a document titled The Enterpr...
Click's Error Log
Click's Error Log is a valuable tool that allows users to check for errors encountered while using various Click features. Goals Learn where to access the Error Log Learn which Click features are ...
Click Error FAQs
Here are some frequently asked question related to errors and other common issues. Please follow the links to view the answers or how to resolve the error messages: Error: Wrong Orgname Value. Erro...
Introduction to Events
With Event integration and Click you'll be able to create Event Records to keep track of hosted webinars and events and Event Participation Records (that can be associated with lead and contact rec...