Nick Syrax
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Submitted Survey Trigger
The Submitted Survey trigger may be used as an Entry Point Trigger or as an Internal Trigger. If the trigger is an entry point and a contact or lead has submitted the selected survey, the Campaign...
Common Uses for Freemarker
At the most basic level, FreeMarker code is a great way to dynamically insert values from Lead/Contact/Account/User records into Click email templates. However, the scope for ways to use FreeMarke...
Add To List Action
The Add to List action is used in Campaign Automations to add a participant (contact/lead/account) to a static-type marketing list. Actions can be added to the canvas individually, or they can be ...
Creating automated and personalized birthday emails
Have you ever met somebody who doesn't like birthday greetings? The simple gesture of acknowledging somebody's birthday almost always brings a smile to their face. Sending birthday greetings to you...
DKIM Signing
Click employs industry-standard best practices to ensure the highest level of deliverability for its customers, and that includes the use of DKIM Signing. DKIM is one of the factors that inbox prov...
Introduction to Deployment
Deployment is Microsoft's term for installation. This guide will take you through the steps to successfully install Click into your environment. Please note that you will need the correct security ...
Link a Landing Page to a Dynamics Campaign and Analyze What is Driving Traffic to the Campaign
If you are promoting an event, product launch or other initiative, it is helpful to create a landing page that contains content specific to that event to drive your visitors to a singular call to a...
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...
Remove From List Action
The Remove from List Action is used in Campaign Automations to remove a contact/lead/account in the automation from a static-type marketing list. Actions can be added to the canvas individually, o...
Email Interaction Trigger
The Email Interaction trigger is used to check whether a specified email has been opened and/or clicked, and may be used as an Entry Point Trigger or an Internal Trigger. Goals Learn how to add a...