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Unlock a Marketing List
In Microsoft Dynamics CRM, marketing lists have the ability to be locked or unlocked by changing the value of the Locked field. Members cannot be added to or removed from a locked marketing list. There...
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Mapping Form Fields to Lookup Fields
You have the ability to map form fields used in your ClickDimensions web forms to CRM lookup fields. This includes the out-of-the-box lookup fields as well as custom lookup fields. You will need to...
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Sign up for a Dynamics 365 trial
Follow the steps below to sign up for a trial of Microsoft Dynamics CRM Online. Go to the Dynamics 365 trial sign-up page. On the Dynamics CRM trial sign-up page, select the country where you reside,...
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Tracking Event Registrants Using Form Submissions
ClickDimensions includes a handy feature called Event Management that allows a user to create a connection between their GoToWebinar or WebEx accounts and automatically have records created within CRM...
View ArticleWhat is and is not allowed in an Email?
What kind of content can I include in an email? 1. Text Every ClickDimensions email editor allows users to type in any text they would like to include in their email. Users can also paste text from...
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Form Code Editor
Once you’ve created your form with the Form Builder, you can customize it even more with the Form Code Editor. This editor will allow you to add JavaScript and also to change or add CSS to the form....
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Internal Email Notifications for Form Capture Submissions
When creating a ClickDimensions form, when a form is submitted, you are able to use form actions to send out an email notification to user(s) that contains a report of all information submitted in the...
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Using SQL to troubleshoot import issues
Sometimes you will come across unusual errors when attempting to import a solution in CRM. Here is a recent example of an import error that failed at the point of updating the “Entity Relationships”...
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How to Get Help With ClickDimensions
Here’s how to get the help you need: Search Notice that search box on the top right? Enter your search terms here to look across all of our product documentation (hundreds of articles!), training...
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Manually Updating ClickDimensions
Manually updating ClickDimensions is going to be very similar to deploying it. This article will detail the whole process, but if you’ve deployed ClickDimensions, please note that there are just a few...
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Update Lead Source Field on Form Submission with CRM Workflow
Want to update the Lead Source field on a Lead record based on which form the person filled out? You can do that with a Workflow. Base the workflow off of the Posted Form entity. Then we’ll check which...
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Deactivate Leads or Contacts that have Hard Bounces via CRM Workflow
Please Note: This workflow will run every time a Hard Bounce comes in. Depending on the volume of your emails, you may have a large number going through the workflow at once, which could potentially...
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Add an Anchor Link to an Email Template
Do you want your email to contain a link that will jump the reader to a specific place within the email? Setting up these types of links is a little different depending on which email template editor...
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How to Send a Form Capture Auto Response Email
ClickDimensions forms allow you to send an auto response email to a person who submits one of your forms. You can use a CRM workflow to create the same functionality for form captures. Create an email...
View ArticleAdd an Outside Anchor Link to an Email
Do you have a hyperlink you’d like to add to your email that has an anchor on it? Meaning the link will take them partially down the page of a website. To track these types of links is a little...
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Add an Outlook Calendar Event to an Email Template
[tab name="CRM 2013"] Step 1: Schedule an Outlook Appointment You can create the appointment on your own Outlook calendar, on a shared calendar, or on an extra calendar in your Calendar folder. Step 2:...
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Add User Photo to an Email Dynamically using the Photo URL Field
Have you ever wanted to send a more personalized email to a customer or client with information about their representative at your company? This article will explain how to send an email to a lead or...
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