Nick Syrax
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Posted Form Records
After you have built your forms or integrated your existing forms, and somebody submits your form, a Posted Form record will created within your environment as a record of the form submission. If a...
Set Up Click Web Tracking
Table of Contents Basic Tracking Script Opt-Out Tracking Script Optional Scripts Adding your Tracking Script to your website will enable Click Web Tracking, so you can see real-time information...
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...
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...
Setup CNAME for Social Marketing
A CNAME is an entry within your domain's DNS host. You may already use CNAMEs to brand your links in Click emails, or brand web content links. A separate CNAME is required in order to use Click S...
Added to List Trigger
The Added to List trigger checks if somebody is added to a specific static Marketing List and may be used as an Entry Point Trigger or as an Internal Trigger. If this trigger is an entry point, an...
Schedule an Email Send
On the Email Send record, there is a field called Send Immediately. This field allows you to choose either to send out an Email Send immediately when the Send button is clicked, or schedule the Ema...
Web Analytics Entities
Click's Web Tracking tracks the visitors that come to your site on a micro level. You are able to see individual Leads, Contacts, and Anonymous Visitors who land on your site. NOTE: You will need t...
Create Survey Questions
Your CNAMEs and Domain records also need to be set up before you create your Survey Questions. Survey Question records represent the individual questions that are used to build a survey. These reco...
Migrating Click between Dynamics Environments for testing
Considerations for Migrating between Environments The Click solution includes an embedded Account Key which is specific to the environment for which the solution was provisioned. So each environmen...