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 contact containing a dynamically added image of their record owner.

[tab name="CRM 2013"]

The user records can be found at Setting > Administration > Users

You can associate an image with a user record by placing a link to the image in the Photo URL Field. If you do not have a photo URL field on your user records, you can add it by opening the customize tab on the record, then click the design form button, find the photo URL field in the field list, drag and drop it onto the form, then save and publish the change. You’ll need to have the image hosted online somewhere and then in the user records put the URL for that user’s image in the field. It is recommended that you upload those images in the size you want them to display in the email.

Note that if you are using the Block Editor, make sure to use an HTML type block to do the following. First, using the Image Manager, insert an image that is the same width and height that you’d like the user record image to be into the email template as a placeholder. Next, right click on the image and in the Img Src field remove what is there and put this: ${Recipient.systemuser.photourl[0]!”}

(If you use a custom field, note that the quotes should be changed to single quotes – this is so the HTML will work. So, If you are receiving a render error with the code above, replace the quotation mark with two apostrophes.)

The image in your template will now NOT display because the URL is not populated until the email is sent. It will also NOT display if you TEST  the email. When you actually send the email the image will display in the same location where you initially placed the placeholder image.

An alternative method to display the image is to place an image tag into your email template’s HTML and use ${Recipient.systemuser.photourl[0]!”} as the img src. Note that the quotes there are two single quotes.

<img src=”${Recipient.systemuser.photourl[0]!”}” width=”299″ height=”299″>

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[tab name="CRM 2011"]

The user records can be found at Settings > System > Administration > Users

You can associate an image with a user record by placing a link to the image in the Photo URL Field. If you do not have a photo URL field on your user records, you can add it by opening the customize tab on the record, then click the design form button, find the photo URL field in the field list, drag and drop it onto the form, then save and publish the change. You’ll need to have the image hosted online somewhere and then in the user records put the URL for that user’s image in the field. It is recommended that you upload those images in the size you want them to display in the email.

Note that if you are using the Block Editor, make sure to use an HTML type block to do the following.

First, using the Image Manager, insert an image that is the same width and height that you’d like the user record image to be into the email template as a placeholder. Next, right click on the image and in the Img Src field remove what is there and put this: ${Recipient.systemuser.photourl[0]!”}

(If you use a custom field, note that the quotes should be changed to single quotes – this is so the HTML will work. So, If you are receiving a render error with the code above, replace the quotation mark with two apostrophes.)

The image in your template will now NOT display because the URL is not populated until the email is sent. It will also NOT display if you TEST the email. When you actually send the email the image will display in the same location where you initially placed the placeholder image.

An alternative method to display the image is to place an image tag into your email template’s HTML and use ${Recipient.systemuser.photourl[0]!”} as the img src. Note that the quotes there are two single quotes.

<img src=”${Recipient.systemuser.photourl[0]!”}” width=”299″ height=”299″>

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[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: Save an ICS File

Once you have created an appointment, you will need to save it as an .ics (calendar) file so that you can upload it to the ClickDimensions Document Manager.

1. In the Outlook calendar, open the appointment.

2. In the appointment dialog box, from the OFFICE button, select Save As.

3. Using the Save in pull-down menu, navigate to and select the desired location.

4. In the File name text box, type the desired filename.

5. Verify that the Save as type is iCalendar Format (*.ics).

6. Click SAVE.

Step 3: Upload the .ics to the ClickDimensions Document Manager.

Once you have saved the .ics (calendar) file, you will need to upload it to the ClickDimensions Document Manager, in order to attach it to the email marketing template you wish to send out.

1. Navigate to ClickDimensions Document Manager by clicking on the icon with the paperclip in the editor.

2. Click Upload and select the location you wish to upload the .ics file to. (We suggest have a separate folder per event.)

3. Click Upload.

4. After the .ics is uploaded, select it, and press insert.

When your recipient receives the email, you can now track whether they have clicked on the link and added the event to their calendar, the same as with any other type of attachment. When they click on the link it will download to their computer. When they open the file, it will open the appointment in Outlook and allow them to save it to their calendar.

[/tab]

[tab name="CRM 2011"]

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: Save as an ICS File

Once you have created an appointment, you will need to save it as an .ics (calendar) file so that you can upload it to the ClickDimensions Document Manager.

1. In the Outlook calendar, open the appointment.

2. In the appointment dialog box, from the OFFICE button, select Save As

3. Using the Save in pull-down menu, navigate to and select the desired location

4. In the File name text box, type the desired filename

5. Verify that the Save as type is iCalendar Format (*.ics)

6. Click SAVE

 Step 3: Upload the .ics to the ClickDimensions Document Manager.

Once you have saved the .ics (calendar) file, you will need to upload it to the ClickDimensions Document Manager, in order to attach it to the email marketing template you wish to send out.

1. Navigate to ClickDimensions Document Manager by clicking on the icon with the paperclip in the editor.

2. Click Upload and select the location you wish to upload the .ics file. (We suggest have a separate folder per event.)

3. Click Upload.

4. After the .ics is uploaded, select it, and press insert.

When your recipient receives the email, you can now track whether they have clicked on the link and added the event to their calendar, the same as with any other type of attachment. When they click on the link it will download to their computer. When they open the file, it will open the appointment in Outlook and allow them to save it to their calendar.

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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 different. You’ll need to put the HTML in the Email Template directly.

The HTML should be in this format:

IMPORTANT: Do not copy and paste this because it will take formating; retype this in your Template.

<a href=”${Gears.track(‘http://www.clickdimensions.com?_cldee=${Recipient.contact.emailaddress1}#AnchorTag‘)}”>Click Here</a>

Where the bolded text is text you’ll need to change.

Web Address: Place everything before the anchor tag here. The anchor tag is the # and whatever is after that.

Dynamic Email Address: Contact is bolded because it can be the contact, lead, or account.

Anchor Tag: Change this to the name of your anchor.

Click Here: This is the text they’ll see as the link.

To place this follow these steps depending on the Editor Type you’re using:

Free Style: click on the HTML tab on the bottom left and type it where you want the link to be.

Block: Right click in the block, choose Add Content, and choose an HTML style block, then click on the HTML tab at the bottom left and type it there.

Custom HTML: Type it where you want the link.

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 template for your auto response email, then create a new workflow by going to Settings > Processes > New. Name the process, select Posted Form for the entity, and select workflow for the category. Click Next.

In the workflow properties, set Scope to Organization, and leave Start When set to Record is Created.

Begin the workflow by adding a Check Condition Step that determines if the name of the posted form record matches the name of the form capture for which you want to send an auto response email.

Next, create a two more check condition steps. The first step will determine if a contact submitted the form capture by checking to see if the posted form record’s contact field contains data. The second check condition step will determine if a lead submitted the form capture by checking to see if the posted form record’s lead field contains data.

Under both the contact check condition step and the lead check condition step, add Create Record steps and choose Send ClickDimensions Email from the create drop down list.

In Set Properties for the contact email, fill out the fields like a normal ClickDimensions Email Send, but use the Form Assistant Dynamic Values to set the recipient as {Contact(Posted Form)} in the Contact Field. To do this, set the look for fields to Posted Form and Contact. Click add, then click on the contact field and click OK. This will set the contact recipient for the create send ClickDimensions email record to be the same as the contact in the contact field of the posted form record.  Save and close the window, then repeat the process for the lead email, except set the recipient as {Lead(Posted Form)} in the Lead Field.

Activate the workflow, and now an autoresponse email will be sent any time a lead or contact submits your form capture.

Add an Email Notification Using the Workflow

Similarly, you can also use a workflow to send an email notification to one of your CRM users when a form is submitted.

To do so, add a Send E-mail step to the workflow, then click Set Properties. In the properties click on the lookup icon in the Default Value field of the form assistant. Select the user(s) you want to send the email to, then click OK. Click on the To field, then click the OK button on the form assistant to set the specified user(s) as the recipient. Now specify a sender and a subject and then place whatever content you would like. If you’d like, you can use the form assistant to dynamically populate the email with information from the record of the lead or contact that submitted the form. To do so, set the first look for field to either Contact (Contact) or Lead(Lead) depending upon which record you want to draw information from. In the second field, specify what content from that record you want to bring in. Click add, then click where in your email body you’d like to place the dynamic text, then click the OK button.

If you would like to use a template for your email notification or track it, you can use the same default value lookup field process the CRM email uses for a SendClickDimensions email record instead.

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 you are using. This article explains how to set up an Anchor and Anchor Link in the Drag & Drop, Block, and Freestyle Editors.

Drag & Drop

To create an Anchor in the Drag & Drop Editor, first select the text that you want the Anchor Link to jump to and then click the “Anchor” button.

In the Anchor Properties box that pops up, give your Anchor a name and click OK.

Next, highlight the text/image that you would like to be the Anchor Link and click on the Hyperlink Manager button.

In the Hyperlink Manager select the Anchor tab and choose your Anchor from the “Choose an Existing Anchor” menu and then click the “Insert Link” button.

Your Anchor Link is now set up and can be tested in the Preview view.

Block Editor and Freestyle Editor

In the Block Editor and Freestyle Editor both Anchor and Anchor Link creation are handled in the Hyperlink Manager. First, highlight the text that you would like the Anchor Link to jump to and click the “Hyperlink Manager” button.

Inside the Hyperlink Manager switch to the “anchor” tab, give the Anchor a name, and click OK.

Next, highlight the text that you want to be the Anchor Link and open the Hyperlink Manager. In the “hyperlink” tab, choose the Anchor that you want to link to from the “Existing Anchor” menu.

Your Anchor and Anchor Link are now set and can be tested in the Preview view.

Want to include an Anchor Link to an external website? Take a look at our Add an Outside Anchor Link to an Email help article!

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 slow your system temporarily.

When it comes to email bounces, ClickDimensions makes a distinction between what are called Soft Bounces and Hard Bounces. Soft Bounces are less permanent issues, such as the recipient’s inbox was full. Hard Bounces are permanent and can be caused by an incorrect email in a Lead or Contact record. Since we automatically stop emailing Leads or Contacts that have Hard Bounced, some organizations wish to deactivate these records automatically.

Here’s our workflow. Since Hard Bounces are recorded as Email Events (type Invalid Recipient), our Entity is going to be Email Event. Please also make sure that you mark the Scope to be Organization (so that all records are included) and that the workflow is set to Start When: Record is created.

First, we’re going to check every Email Event that comes in and see if it’s the type Invalid Recipient. If so, we’re then going to check whether it was a Lead or a Contact that triggered it. We do this by checking if either Contains Data. (This is based on the idea that the Email Event should have a only a Lead or a Contact associated with it. We’re checking which associated with that record actually contains information, as in, which actually exists.) From there, we’ll choose the Update Record Status step and choose to Deactivate the Contact record, or to mark the Lead as Cannot Contact.

That’s it! Please make sure to save, and then you can test (if desired) and Activate your 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 form they submitted and update accordingly.

Set the Scope to Organization and keep it set to Start When: Record is created. Here’s our workflow with an explanation below.

First check to see if it was a Lead that filled out the form (Posted Form – Lead – Contains data). Then check if it is one of your forms. In our example we used the Newsletter form. Posted Form – Form – Equals – Newsletter. Now do an Update Record step to update the Lead Source Field on the Lead with the appropriate Lead Source for that form. Click the Set Properties button and find the Lead Source field. Choose the source you’d like for that particular form.

On the same level as checking if the Posted Form was the Newsletter form, do another if statement for each Form you have and update the Lead accordingly.

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 extra steps that you should be aware of.

System Requirements: For on-premises deployments of CRM 2011, Update Rollup 3 or newer is required on the CRM server.
Note: You must be a System Administrator in order to manually update.

First you’ll download the ClickDimensions package from the Auto Update window which can be accessed at Settings > ClickDimensions > ClickDimensions Settings > Auto Update.

Next, you’ll need to navigate to Settings > Process Center > Processes and view all your Active Processes. Please look for these five ClickDimensions Processes:

• ClickDimensions Execute Send
• ClickDimensions Execute Text Message Send
• ClickDimensions Form Auto Responder
• ClickDimensions Subscription Auto Response
• ClickDimensions Survey Auto Responder

Once you’ve located these records you’ll need to assign them to yourself.

Next, go to Settings > Customization > Solutions and click the Import button.

Browse to locate the .zip file you saved to your computer.

Click next and you will see an overview screen.

Click Next. On the following dialog select Overwrite customizations. Also be sure and check the Activate any processes… box below. This will enable CRM workflow processes used by our solution.

NOTE: This is necessary to ensure that all of our new features are enabled when your ClickDimensions solution is updated. However, if you have made customizations to entities that are included in the ClickDimensions solution, your customizations may be overwritten. Also, some system components, such as system views and option sets that are part of the Account, Contact and Lead entity, will be set back to their default state since these entities are included in the ClickDimensions managed solution, and Microsoft does not provide a method to exclude them from the process. See here for an option of getting around this issue.

Next you will see a progress bar as the solution is imported. If the background screen shows a connection error, disregard it. This is a harmless CRM bug that will not adversely affect the import.

Next, you must publish the new customizations. To do so go to Settings > Customization > Customize the System.

 

Finally, go back to Settings > Process Center > Processes and you can reassign the five ClickDimensions workflows back that we assigned to your User earlier.

Want more information? Check out the Auto-Update FAQs.

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 material, marketing blog, and support forums. Chances are you’ll find an answer.

Still Have a Question?

Can’t find what you’re looking for by searching? If you’ve got a question about how to do something with ClickDimensions, there’s a chance someone else has the same question. Maybe they’ve asked it already, but if not, they can benefit from the answer too! So head over to our Q&A Forum and ask away!

Need Support That’s More Technical?

Have an error or something is just not working no matter what you try? It happens to the best of us! That’s why our technical support team is ready to help! Head over to our support page and open a request. Be sure to include your CRM version, the error messages you’re seeing, and any screenshots that would be helpful.

Tip: If you’ve got an urgent problem, create a support request and then log in to view the details of the ticket. You’ll find a phone number there where you can reach our support team directly during standard business hours.

ClickDimensions includes technical support around the clock for all customers, with support provided from our offices in Atlanta, Georgia and Tel Aviv, Israel. If you need to log a technical support request, you will receive a response within 1 business day if not sooner.

If you would like to speak with a technical support engineer on the phone, please open a ticket and log into the support portal to view your existing support request. A contact phone number will be listed on the right-hand side of the page after you log in.

ClickDimensions provides support for the currently available version of its software solution, as well as the two previous releases.

PS: What’s a Marketing Success Manager?

Our Professional and Enterprise level customers have an assigned Marketing Success Manager who can help with training and consulting on how to use ClickDimensions. All of our customers are encouraged to take full advantage of our instructor-led and web-based training, ClickDimensions Academy, which is offered at different times each day and as on-demand videos. Each week’s classes wrap up with an open Q&A. Whether you have an assigned Marketing Success Manager or not, this is the place to start with gaining knowledge about how to use ClickDimensions to power your marketing!

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” for a ClickDimensions upgrade attempt:

“A managed solution cannot overwrite the Attribute component with Id=<some ID> which has an unmanaged base instance”

The error tells you that there is some attribute of some Entity Relationship that has an invalid layering but it only gives you an ID of that attribute and not the name, so the only way to find out which one it’s referring to is to login to the SQL server and run a couple scripts. The first thing to check for this particular error is to make sure that someone has not exported and imported a solution that includes unmanaged components that we work with (Account, Lead, Contact, or Marketing List or any of the ClickDimensions entities). This causes invalid layering of solutions and is not allowed by CRM.

If that’s not the case then there is some database issue. Recently we’ve come across this error when customers have CRM Update Rollup 16 loaded for CRM 2011 or have upgraded to CRM 2013 but had UR16 loaded before the upgrade. There was a Microsoft bug in UR16 that caused managed solutions like ours to fail to import so this could be related. In this case we have to find which attribute it’s referring to in the database. Run the following SQL script for the CRM database:

Select * from MetadataSchema.Attribute
Where AttributeID like ‘%id-of-attribute-in-error-from-import-log%’

Here’s a screenshot from SQL Server Management Studio that shows how to initiate the query:

This should return the attribute name. It will also return an EntityID column with a value. Get the value from that column and use the following script to find the entity that the attribute is related to and place that value like below. This will tell us which entity that attribute is related to:

Select * from MetadataSchema.Entity
Where EntityID like ‘%place-entity-id-here%’

This script will return the actual relationship in question. Now you know the offending attribute and you can move forward with troubleshooting! Next possible steps in this case could be removing the offending attribute from the UI or maybe removing the reference to it from the solution XML.

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 form. Unfortunately, when using form captures, these form actions are not available. However, there is still a way to produce these emails.

If you have not already setup your form capture, the article explaining how to do so can be found here. Once you have setup your form capture, be sure that you have mapped all information that you would like to be available for the notification emails to fields on your lead and/or contact records.

After you have done this, navigate to settings -> processes, then create a workflow based upon posted forms.

The first step is to check whether an instance of your form capture was submitted by checking to see if a posted form record based upon your form capture has been created. If a posted form record has been created, you then check to determine whether or not the record is associated with a lead or a contact. Next, set the properties of the email that will be sent.

The workflow should look similar to this.

The notification email can be reproduced using a crm email and dynamic values. Any information from the form capture that has been mapped to a lead or contact record can be inserted into the email by using dynamic values formatted as seen in the above screenshot, just choose the appropriate fields that you’d like to insert into the email. Note that this is the email based upon a form capture submission by a contact. The email for a lead would be the same, except dynamic values would look like “{First Name(Lead(Lead))}” instead.

The properties of the email that you send should look similar to this.

After setting up the workflow, save it then Activate it. Now whenever a form capture is submitted, email notifications of the posted form capture data will be sent to you, your team, or whoever you named as recipient in your workflow.

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.

[tab name=”CRM 2013/2015″]

With in the form builder click on Form Coder.

You will then see this window where you can read the HTML of the form, view and edit the CSS, add JavaScript, and then view the preview of what your form will look like with your changes and additions.

NOTE: Wherever you would put a “$” in jquery change that to “clickd_jquery”.

IMPORTANT: The Javascript window in the Code Editor will allow you to put any custom Javascript in it and will not validate it. Please test your Javascript thoroughly and be aware that ClickDimensions can not support custom Javascript. ClickDimensions also reserves the right to make changes to its forms in future releases and service patches that may conflict with your custom Javascript.

You can always reset the CSS and/or the JavaScript back to what it was to begin with. The changes will be applied to the form once you press “Save”.

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[tab name=”CRM 2011″]

With in the form builder click on Form Coder.

You will then see this window where you can read the HTML of the form, view and edit the CSS, add JavaScript, and then view the preview of what your form will look like with your changes and additions.

NOTE: Wherever you would put a “$” in jquery change that to “clickd_jquery”.

IMPORTANT: The Javascript window in the Code Editor will allow you to put any custom Javascript in it and will not validate it. Please test your Javascript thoroughly and be aware that ClickDimensions can not support custom Javascript. ClickDimensions also reserves the right to make changes to its forms in future releases and service patches that may conflict with your custom Javascript.

You can always reset the CSS and/or the JavaScript back to what it was to begin with. The changes will be applied to the form once you press “Save”.

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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 other sources, such as Microsoft Word, but it is strongly advised to use the “paste as plain text” option if doing so. Directly pasting content from other programs can bring over unique formatting code that email clients may not be able to interpret correctly, resulting in issues such as incorrect spacing or fonts. This tends to be an issue especially when viewing an email in Outlook, although it can also be present when using other email clients, such as Gmail.

2. Images

Every ClickDimensions email editor allows users to add images to their emails. Emails can be uploaded into our Image Manager, allowing them to be easily accessed across different email templates.

3. Links to Web Content Records

Links to any forms, surveys, subscription pages, or landing pages that the user has created in their CRM can be added to their email using the hyperlink manager (freestyle and drag and drop) or respective web content buttons (block editor and custom HTML editor).

4. Links to Documents

Links to documents, such as PDFs, Word files, Excel files, calendar files can be uploaded to the ClickDimensions Document Manager and linked to in any email template the user creates. Please Note that ClickDimensions emails do not support “attachments” in the regular sense.

What kind of content can I not include in an email?

1. iFrames

Email Clients do not support displaying records such as forms or surveys directly within emails, so any ClickDimensions web content records made by the user cannot be placed directly onto email templates. Alternative options to share this content with your recipients is to link to the web content records or to insert an image of the record and link the image to the actual record.

2. Videos

It is possible to add video embed code from a site such as YouTube to a ClickDimensions email template and have the video display within the template. However, email clients do not support video playback, so a video embedded directly into an email template will not display for the recipient unless they view the email within their web browser. Alternative options to share video content with your recipients is to link to YouTube, Vimeo, or other hosting page where your video is located, or to insert a screenshot from the video and have that image link to your video.

What kind of content can I use to an extent?

1. CSS

It is possible to style an email with CSS, but CSS support across different email clients is inconsistent. As such, more consistent styling can be obtained by using inline styling instead. For example, the float property is supported by Apple Mail, iPhone/iPad mail, Yahoo, and Gmail, but is not supported by Outlook 2007/2010/2013.  If you have already styled your email with CSS, the following online application can convert your CSS styling to inline styling.

2. GIFs

Like CSS, support for gifs is inconsistent across different email clients. Some (Outlook 2007, 2010, and 2013 on Windows) email clients treat GIFs as a static picture and only load the starting image, while most other email clients (including web/browser based clients, mobile, tablets, and other Mac OS/ Windows desktop clients) will load them just fine!

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 to track the creation of events and registrants for said events. This works well if you are hosting events using the aforementioned services, but what if you are hosting a non-webinar, in-person event?

Follow the steps below to sign up for a trial of Microsoft Dynamics CRM Online.

1. Go to the Dynamics 365 trial sign-up page.
2. On the Dynamics CRM trial sign-up page, select the country where you reside, and enter your contact information and language. Select an organization size, such as “25-49 people”. Click Just one more step.
   
3. Create your user ID: Enter a username and password that you will use to sign into the new Dynamics CRM Online trial once it has been set up (Write these down for reference later. Your username will be in the format of user@orgname.onmicrosoft.com). Click Create my account.
   
4. Microsoft will want to send you a verification code. Enter a valid mobile phone number and click Text me:
   
5. You will receive a text message from Microsoft. Enter the verification code and click Next:
   
6. The trial page will begin to process your request. When it completes, click Set up:
   
7. On The following page, be sure to check None of these. Don’t customize my trial, then click Complete Setup.
   
8. When you click the link, you will be taken to your new CRM Online trial, which will have some sample data already installed. You should see the the navigation options at the top that let you access all the areas of CRM, including Sales, Marketing, Service, Settings and the Help area:
   

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 create a text-type Form Field and select the lookup field you would like to map to from the mappings drop down. Below, we will look at real world scenarios in which mapping to lookup fields would be helpful.

Please Note: The text submitted in the Lookup Field, must match the record exactly (case insensitive). For example, if the Account record’s name field is “ClickDimensions”, and the Posted Field value is also “ClickDimensions”, the Parent Account will automatically be set to ClickDimensions.

Example 1: Company Name/Parent Account

First let’s take a look at the Customer/Parent Account Field on the Contact record. This was added in November 2016 and is available to all customers.

Most sites have some form of a Contact Us form and within that form many have a field for Company Name. After setting this up, you will not have to manually set the parent account for each contact, this can now automatically be set if the account already exists in CRM.

In the example below, we have a standard text-type Form Field accessed from within the Form Builder by clicking the New Field button (you may also create fields by going to Settings > Form Fields).

From here, click on the MAPPING tab and select the Company Name or Parent Account field from the Contact map field.

Now when a customer submits a form, the company name will automatically be associated with the Parent Account/Company name field on the CRM record as long as an Account record by the same name exists in CRM.

What if an Account by the same name doesn’t already exist? It will still create a Posted Form with the value that the visitor submitted so that you can see and determine whether a new Account record should be created or not.

Example 2: Country

Have a sales team that is organized by customer location? You can automatically send the right sales person a submitted form based on the location entered by the customer. Some companies have transitioned from using option set fields and moved towards using lookup fields in these cases. If you have a lookup field created for Country, start by creating a text-type Form Field and then select your Company Lookup Field in the related mapping drop down.

Example 3: Product

Do you have more than one product or service that you sell? Do you use the CRM Product entity? If you have this set up as a lookup field on the contact or lead records in CRM you can use the map to lookup feature for this as well. In a quote request type form you can ask what product they want a quote for, and that can automatically set the product lookup field to the right product on their contact or lead record.

There are many other possibilities here as well!

Don’t see the field you want in the mapping drop down?

If you created a brand new CRM field, you will need to make sure you publish your customizations.  In addition to that, you will want to make sure that you publish the Metadata, so that these custom fields are visible in the mapping drop down.

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 are certainly times where it is appropriate to lock a marketing list, but doing so may interfere with various ClickDimensions functions, such as adding members to a marketing list using a form action or Campaign Automation action. Locking a marketing list can also cause the ClickDimensions Import tool to return an error if you attempt to use the Import tool update a marketing list.

You can toggle a marketing list between locked and unlocked by changing the value of the Locked field.

NOTE: If you are not the owner of the locked marketing list, be sure to consult the owner before unlocking it.

NOTE: When creating a static copy of a dynamic marketing list, CRM will automatically set the static list to locked.