Nick Syrax
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Publish Metadata
After installing Click in Microsoft Dynamics, you must publish your Dynamics environment's metadata to our system. Publishing your environment's metadata will make custom fields available for use i...
Publishing Web Content
When creating a Web Content record, there are two parts to the process. First, you create the record itself, then you click save and click Design to open up the Web Content designer. Sometimes, how...
Attended Event Trigger
The Attended Event trigger references an Event Participation's Registration Status field to check whether somebody attended a specific event. The trigger can be used as an Entry Point Trigger or a...
Notify Team Action
The Notify Team Action is used in Campaign Automations to notify a team of Users in your Dynamics. You can send a notification containing a custom message, and if the Notify Team Action follows a ...
My Scheduled Email Didn't Get Sent on Time - Why?
With Click, you can schedule an Email Send to go out on the date and time you desire: NOTE: When you set these options, you must "Save" the Email Send record BEFORE pressing "Send". When using thi...
Campaign Response Action
The Campaign Response Action is used in Campaign Automations to create a Campaign Response within a specified Dynamics Campaign record. Campaign Responses allow you to record replies you get from...
Manual Add Trigger
Adding the Manual Add trigger to your campaign automation will give you the ability to add a contact/lead/account to the campaign automation manually from a contact/lead/account record. The Manual...
Why Does it Sometimes Seem to Take So Long for Emails to Be Delivered?
Click processes millions of emails each day, sending them to recipients all around the world. For the vast majority of these emails, the time from someone clicking "Send" to the time it lands in th...
Click for Dynamics 365
With Microsoft Dynamics 365, the notion of 'Apps' was introduced for Dynamics environments, along with the unified interface. Since Click Version 8.8, we created a specific solution file for cust...
Send SMS Action
The Send SMS action is used in Campaign Automations to send an SMS (text) message to an individual contact/lead/account that is a participant within a Campaign Automation. Actions can be added to ...