Nick Syrax
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Profile Management
Profile Management allows you to put a link to a form in your emails that will pre populate with that Contact or Lead's information. This means you can show them what information you already have a...
Why Aren't My Email Links Working?
Problem If the links in your email are not working correctly, there are a couple of issues that may cause this problem: Your CNAMEs were set up incorrectly or not completed. There is some sort of ...
Click Installation for Dynamics 365 & CRM 2013+
The installation steps discussed in this article apply for both Online and On-Premise Dynamics environments. Once you have registered your environment for Click you will receive an email like the o...
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 ...
Create Task Activity Action
The Create Task Activity Action is used in Campaign Automations to create a task in the Activities area of Dynamics. The task created will be regarding the Lead or Contact in the Campaign Automati...
Tracking Multiple Websites with the Click Tracking Script
Click can be set up to track multiple websites as easily as it can be to track one. Tracking additional sites can be accomplished through the following steps: NOTE: This article discusses tracking ...
Registered for Event Trigger
The Registered for Event 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 registered for the selected event, the ...
Workflow Action
The Workflow Action is used in Campaign Automations to run a Dynamics workflow on a lead, contact, or account within the Campaign Automation. Actions can be added to the canvas individually, or th...
What is and is not allowed in an Email?
What kind of content can I include in an email? 1. Text Every Click email editor allows users to type in any text they would like to include in their email. Users can also paste text from other sou...
Timeline
Campaign Automation timelines allow you to see a visual representation of how a participant progressed through the Campaign Automation. Goals Understand how to read a Campaign Automation Timeline ...