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Nick Syrax

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Latest activity by Nick Syrax
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    Nick Syrax created an article,

    Page Visited Trigger

    The Page Visited trigger allows you to check to see if somebody has visited a page or set of pages from a particular domain, then follow up accordingly. The trigger may be used as an Entry Point T...

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    Nick Syrax created an article,

    Chromium Edge Settings

    When using the Chromium Edge browser, you may encounter the following error while attempting to open Click designers, editors, or option windows.   If none of the listed steps work, then there cou...

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    Nick Syrax created an article,

    Field Updated Trigger

    Using the Field Updated Trigger, you can have a Campaign Automation run when a field on a contact/lead/account record is updated. Using the Trigger Place the trigger in your Campaign Automation an...

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    Nick Syrax created an article,

    Image Manager Access from Dynamics

    When working with images you need to use in your emails, you can access the Image Manager directly in Dynamics. From here you can upload, delete, rename, and move images.  Location In Dynamics, you...

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    Nick Syrax created an article,

    SSL Certificates for Email CNAMEs

    Click allows use of custom CNAMEs as described here, but if you are looking to combine your CNAMEs with secure URLs for Emails (those beginning with HTTPS), then you will also need to setup an SSL ...

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    Nick Syrax created an article,

    Update Field Action

    The Update Field action in a Campaign Automation is designed to allow you to update the following types of Dynamics fields on the lead, contact, or account record of a participant: Text fields (s...

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    Nick Syrax created an article,

    Testing Form Captures

    Table of Contents Production Staging Dynamics Staging Site Staging Testing a Form Capture is important because you want to ensure that your end users have the best experience when using this f...

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    Nick Syrax created an article,

    Mapping Form Capture fields

    Once your Form Capture record has been created, you need to set up the mapping from your fields on your form to the lead/contact fields in Dynamics. Click forms use fields with direct mapping to Dy...

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    Nick Syrax created an article,

    Setting up a Form Capture record

    Setting up your Form Capture record is pretty simple. Go to Settings > Form Capture and select the +New button.  Setting up the record Your environment will load a new screen with some fields for y...

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    Nick Syrax created an article,

    Creating a Form for Form Capture

    To begin creating your Form Capture, you first need to identify the webpage that the form should be on and write the form HTML on that page, as well as add the tracking script to it. Table of Cont...