Nick Syrax
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Set Up Opt-Out Web Tracking
Adding your Click Tracking Script to your website will enable Click Web Tracking so you can see real-time information on who's visiting your site. To help our users comply with GDPR and other anti-...
Removed from List Trigger
The Removed from List Trigger checks if someone was removed from 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 p...
Mapping Form Fields to Lookup Fields
You have the ability to map form fields used in your Click web forms to Dynamics lookup fields. This includes the out-of-the-box lookup fields as well as custom lookup fields. You will need to cre...
Multiple Email CNAMEs
A CNAME is used to brand certain links with your own domain when using Click. If you prefer your customers to see your company’s domain name instead of Click's, you can set up separate CNAMEs for e...
Assign Owner Action
The Assign Owner action is used in Campaign Automations to assign a Lead or Contact record to a Dynamics User or Team once they reach this action within the Campaign Automation. Actions can be ad...
Excluded Recipients
Excluded Recipient records represent recipients of an Email Send or SMS Message that Click cannot send to. That could be because the recipient has previously opted-out, or it could be for a more te...
Test an Email Send
Once you have created your Email Send, you will want to test the email prior to sending it to ensure it displays as you want it to in your email client. NOTE: Some mail servers and spam filters ca...
Edge Browser Settings
When using the 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 could potent...
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...
Notify User Action
The Notify User action is used in Campaign Automations to notify Dynamics Users when a Lead or Contact reaches that point in the automation. You can send a notification containing a custom message...