Quantcast
Channel: Recent posts | ClickDimensions Support
Viewing all 2615 articles
Browse latest View live

"Send Email" button For Account Record

$
0
0

On the form of a Contact or Lead record there is a button in the command bar to "Send Email" which when selected created a new one off Email Send with the Contact or Lead record as the recipient of the email.

Is there a specific reason why this button is not available on the form of an Account record? In other words, is there anything in the design and functionality of ClickDimensions preventing us from creating a custom button to mirror the functionality of the "Send Email" button available on the Contact and Lead forms?


""Send Email" button For Account Record" in ClickDimensions Help - comment added by Matthew Wittemann

$
0
0

I don't think there's any reason that this can't be implemented.

Form capture from AJAX "form"?

$
0
0

Hi! 

European Motor Distributors are looking to integrate existing website forms into Dynamics CRM via ClickDimensions. This will provide a major productivity increase for them by alleviating the need for imports of CSV files. 

However, their website provide has advised the following:

"Our forms are not really forms as such. They are all handled with javascript asynchronously. I am not sure that the click dimensions code will handle this. It may be that we have to change the forms to be true forms which would add time.

The form in the webpage is not a true HTML form, i.e. there is no form tag – it works via AJAX. Can you confirm the click dimensions javascript will handle this or do we need to create an actual form?"

 

My question for Support is: will ClickDimensions be able to read the AJAX submission if the field id tags and ClickDimensions tracking code is in the page, or will the HTML structure need to be changed by the website partner to include a more traditional HTML Form?

Currently the form structure is more around: <fieldset class="contactForm">, with inputs as <input type="email" class="required email"> and button as <a href="#" class="buttonSmallBlue jsSignUpNewsletter">Sign up now</a> etc. 

 

So - ClickDimensions able to read the above sort of in-page AJAX submission, or will the website partner need to rewrite forms to traditional HTML forms?

 

Thanks a lot! :-)

Jonathan Rickard

(PS: if required at all, example page is http://www.volkswagen.co.nz/signupnewsletter/ Hopefully I've provided all necessary info above)

""Send Email" button For Account Record" in ClickDimensions Help - comment added by Mark Gustin

$
0
0

Matt are the "Owner" and "Send Immediately" fields automatically set by the opening of a new Email send record? Or will this logic need to be added to the code that we create for this new button?

""Send Email" button For Account Record" in ClickDimensions Help - comment added by Matthew Wittemann

$
0
0

Yes, Send Immediately defaults to "Yes" and CRM always fills in the Owner record by default.

"Form capture from AJAX "form"?" in ClickDimensions Help - comment added by Matthew Wittemann

$
0
0

Jonathan,

As long as they can post the form data to Form Capture URL, and have the tracking script on the page, then it should work. If they do not or cannot add the form capture URL to the form action in the page's HTML, then they will either have to re-code the forms or they can look at using programmatic form capture to post from server-side code.

Adding social media icons that link to 'general' profile accounts

$
0
0

When I am trying to add Linkedin and Tweeter icons to my email template it doesn't seem that I can link our 'general' profile on either.  It keeps referreing to the 'subject topic'.  What am I doning wrong?

Tks,

Trish

"How long does it take for a GoToWebinar to show up in the Active Events view?" in ClickDimensions Help - comment added by Allison Macedo

$
0
0

Just to let anyone else who is interested in this post know, Melissa created a support ticket for this. The events did show up. After the first connection it can take awhile for all of the current data to sync (wait up to a day). Then it checks for updates about every 60 minutes.


"Webex Intergration" in ClickDimensions Help - comment added by Allison Macedo

$
0
0

If anyone experiences any issues like this please submit a support ticket like Roberto did. You can do that here http://support.clickdimensions.com. 

Thank you!

" Adding social media icons that link to 'general' profile accounts" in ClickDimensions Help - comment added by Allison Macedo

$
0
0

Hi Trish, 

The social buttons are to share the email itself. It does not include having a link to your LinkedIn or Twitter. If you want to do this you can upload images for LinkedIn and Twitter and just hyperlink those to your company's LinkedIn and Twitter pages. I hope that answers your question. Let us know if you have any others!

"auto-populate email field" in ClickDimensions Help - comment added by Globe Link

$
0
0

The double opt-in post that Manuela mentioned describes a process where the user would have to take 3 distinct actions to complete sign up. 

1. Click on verifcation link

2. Enter their email 

3 Click Submit. 

 

This introduces 2 additional stages for error and abandonment.   While pre-populating the email address is a big improvement,  what we really need is a process where the user just clicks a link, is shown a "Success" page and they're done.  This  has been industry standard practice for years. and it cuts out 2 unnecessary steps. 

"auto-populate email field" in ClickDimensions Help - comment added by Rhys Saraceni

$
0
0

Hello

You could set this up where the user just clicks a link and is shown a "success" page. In this scenario, you could set up a workflow based on the email events entity that runs when new email events are created. In the workflow, you would check to see if the generated email event was a click type email event and if so, that the link clicked was the link to your double opt-in success page. You could then update the record of the lead or contact associated with the email event in a way that allows them to be added to a dynamic list or gives you some criteria to use to easily add them to a static list (perhaps add a custom "opted in?" two option field to your lead and contact records that is set to yes by the workflow).

""Send Email" button For Account Record" in ClickDimensions Help - comment added by Mark Gustin

"Soft Bounces" in ClickDimensions Help - comment added by Alana Delia

$
0
0

I am recently having a bad time with Soft Bounces since our account was migrated to Azuresend.  We use the same list, and we usually have around 13 soft bounces.  Last Thursday, we had over 600.  I checked the error code and they were for DMARC policies that reject the email.  How can one fix this?  

AOL said to stop using 3rd party mailing services.  There has to be another way.

Soft Bounces - DMARC Error Code - AOL and Gmail

$
0
0

We recently sent out a mailing where we had over 600 soft bounces. The error on the soft bounces is: Status = 5.0.0 (undefined status) | Diag = smtp;554 5.2.1 : AOL will not accept delivery of this message. Gmail had a similar message.

I went to AOL's Postmaster to try to figure out what could be occurring. 554 5.2.1 (DMARC) 
This message failed DMARC Evaluation for an AOL Domain. For more information, please visit the postmaster blog.

How can this be fixed being that we use ClickDimensions to send email? http://postmaster-blog.aol.com/2014/04/22/aol-mail-updates-dmarc-policy-to-reject/

Please help!


"Soft Bounces" in ClickDimensions Help - comment added by Matthew Wittemann

$
0
0

Hi Alana,

The issue is not related to AzureSend. AOL, GMail, Yahoo and other providers are cracking down on accepting messages that appear to come from one "From" address but are sent from a 3rd-party server. Often the fix is to ensure that you have an SPF record set up for the domain you are using in your "From" address in Email Sends. You can read more about SPF records here: http://help.clickdimensions.com/spf-records-for-clickdimensions/ 

"Soft Bounces - DMARC Error Code - AOL and Gmail" in ClickDimensions Help - comment added by Courtney Smith

$
0
0

Hi Alana,

We see that you've also posted a ticket with this question and we'll respond there. Thank you! For anyone else experiencing this issue, I'd recommend creating an SPF record: http://help.clickdimensions.com/spf-records-for-clickdimensions/

"auto-populate email field" in ClickDimensions Help - comment added by Globe Link

$
0
0

Hi Rhys, 

I've tried doing this, but haven't had any luck.  How / what entities or criteria do I set up to test if the click was on a specific link?  I haven't had any luck getting this to work.  Is there any documentation on this?  (Ther's "Click" there's "Link" there "URL" etc. what goes where?)

I can trigger a workflow on a click, but not a click of a specific URL.    Perhaps you could provide a screengrab of a sample workflow, or update the original double-opt in post with this improved method.  Appreciate any assistance.

"auto-populate email field" in ClickDimensions Help - comment added by Rhys Saraceni

$
0
0

Here is a screenshot of an example workflow; hope that helps!

Will Soundpath be supported for Event Management in the future?

$
0
0

I see that GoToWebinar and WebEx can be automatically linked to Event Management.  Are there any plans to add more providers, as we use Soundpath's GlobalMeet for our webinars.

 

Viewing all 2615 articles
Browse latest View live