Weston Packard
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Introduction to Click Marketing Automation
What is Click Marketing Automation? In a nutshell, Click allows you take your Email Marketing and web content and integrate it seamlessly with your Dynamics environment. For example, you can design...
Introduction to Lead Scoring (legacy)
Scoring refers to measuring the interest level of an individual (i.e. Lead, Contact or Anonymous Visitor) in relation to your business or product. Score is calculated based on a number of criteria,...
Set Up GoToWebinar Integration
Setting up integration between GoToWebinar and ClickDimensions will allow you to track all of your webinars and registrants within CRM. Note: On-demand events are not currently supported by this co...
Introduction to SMS
SMS messages (also known as text messages) are a way to keep in touch with your customers or clients by sending them messages directly to their mobile phones. If they provide you their phone number...
Introduction to Subscription Management
Subscription Management is a process used to allow customers or clients to choose which emails or SMS messages they would like to receive from you by letting them opt in to some and out of others. ...
Introduction to Landing Pages
Landing pages are stand-alone web pages that usually have a single function which is separate from the rest of the web site. You might use them to encourage customers or clients to sign up for your...
Introduction to Forms
Forms allow your visitors to submit information such as their name, location, and email address, which you can then store in your Dynamics environment. Such information can be used in a great varie...
Register for Click's Marketing Automation Solution
New customers will receive a welcome email with a link to the Click registration page. The registration page is where you will go to enter your Microsoft environment's information to request your c...
Setup a Shopify Connector
To set up a Shopify Connector, navigate to to Settings and Support > ClickDimensions Settings and select Commerce Connectors:This will open the Commerce Connectors window. In this window, click the...
Email Dashboard
The Email Dashboard provides insight into your Email Marketing performance. Access the Email Dashboard by selecting "Email" in the Dashboards navigation bar: The Email Dashboard includes Category ...