I am just finishing off an email template using the drag and drop editor and want to make it personal by merging the first name of the Primary contact of the account record. How do I do this?
I am a basic user and not an HTML code writer.
↧
How do I merge contact details into an email template using the drag and droip editor?
↧
"Form capture from AJAX "form"?" in ClickDimensions Help - comment added by Jrickard
Hi Matt, thanks for the answer!
↧
↧
"Will Soundpath be supported for Event Management in the future?" in ClickDimensions Help - comment added by Allison Macedo
Hi Victoria,
Adding GlobalMeet is not on our road map at the moment but I will add it to the request list. I will let you know here if this feature is added in the future. Thank you for your input!
↧
"How do I merge contact details into an email template using the drag and droip editor?" in ClickDimensions Help - comment added by Courtney Smith
We answered this question in a ticket Roland opened, but I'm including the response in case anyone else is having this question.
Using the drop downs for Contact, you can scroll all the way towards the bottom and you'll start to see "Parent Account..." and then the field name. You can click on any of these to reference data on the Account record that the Contact is associated with.
↧
"AzureSend Migrations" in Announcements - comment added by Gabrielle Eagles
How do I know if I need to change our CNames? Do we need to change it the exact time/date you migrate? What will happen with old links if people review past emails sent?
↧
↧
"AzureSend Migrations" in Announcements - comment added by Matthew Wittemann
If you received a notice, it will contain a date on which you will be able to add a new CNAME. You should not change your previous one, so that old links will continue to work. The new one can be added on or after the date in your notice. It is optional, and links will work after the date of the change, they just won't be branded with your CNAME until you update the setting by adding the new one.
↧
What happens to posted forms during an update?
We are planning on updating our CD solution. Do the form submissions during the update process get placed into a queue until a connection is re-established? For example, if a user is filling out our Contact Us form during the update will it still be submitted?
↧
"What happens to posted forms during an update?" in ClickDimensions Help - comment added by Matthew Wittemann
Updating a solution shouldn't cause any loss of connectivity to CRM, but in such an event, we queue data and retry the sync every hour for up to 1 week until a connection is re-established.
↧
OutlookCast.com has changed to InboxCast.com
Due to a request from Microsoft, we have changed our OutlookCast feature to a new name and new email addresses. If you wish to compose emails in Outlook or any other email program, and send them to an email address that is set for each of your marketing lists, you will need to begin using the new @inboxcast.com address. To do this, please open the marketing list and click the OutlookCast button (this will be re-labeled to "InboxCast" in our current release), and use the new email address. We apologize for any inconvenience.
For more details on using InboxCast, see our help article here: http://help.clickdimensions.com/send-outlookcast-email/
↧
↧
Release Notes Version 6.1.0 [July 15, 2014]
6.1.0 [July 15, 2014]
Note: CRM 2011 requires Update Rollup 8 in order to update to version 6.1.0 of ClickDimensions.
For instructions on out how to update see this article.
| Improvement | IE 11 Support | With Microsoft CRM adding support for IE 11, we have also been able to add this to ClickDimensions. You may now use CRM 2011 and CRM 2013 with ClickDimensions on IE 11. | ||
| Improvement | Web Responsive Design - Drag and Drop | The Drag and Drop Email editor is now automatically responsive. It will readjust to different devices. More on the Drag and Drop. | Cloud | |
| Improvement | Eventbrite Integration | You can connect your Eventbrite account to ClickDimensions and have the information about those Events and Attendees come into CRM. (Similar to GoToWebinar and WebEx integrations). Read More. | Solution | |
| Improvement | Inbox Preview | Inbox Preview has now been added to the Drag and Drop Editor. And been improved throughout all of the editors. Read More. | Cloud | |
| Improvement | Cloned Records | Cloned records now will say [CLONE]: in front to better differentiate between the original and the clone. You can always change the name of the cloned record. Read More. | Cloud | |
| Improvement | Send Email Button | The send email button on Lead and Contact Records will be deactivated if the user does not have Create privileges for Email Send. | Solution | |
| Improvement | BulkSMS South Africa | BulkSMS added to their API for South Africa, we have made these updates as well which allow sending 160 characters in one text message. Read More. | Cloud | |
| Improvement | Mobile Preview - Drag and Drop | We have added a mobile preview to the Drag and Drop editor. When you click on Preview you will also see the email in a mobile emulator. | Cloud | |
| Improvement | Run Nurture | There is a new security privilege for Run Nurture. This controls the nurture button on the Lead and Contact records. | Solution |
| Bug Fix | Clone Nurtures | On some solutions this button was missing. | Solution | |||
| Bug Fix | Email Stats Report | On some solutions this report was missing. | Solution | |||
| Bug Fix | 7910 | Android Forms | Landing Pages with Forms on them did not work on some Android phones. This has been resolved. | Cloud | ||
| Bug Fix | 1981/1987 | Email Stats Report | There were a couple of issues with the report. The title was wrong and the Sent On date was wrong. Both have been fixed. | Cloud | ||
| Bug Fix | 1902 | Survey Skip Logic | Issue where a question on a skipped page was required would not allow for moving on has been resolved. | Cloud | ||
| Bug Fix | 9538 | Hex Color - Drag and Drop | If you entered a hex value in the hex field it would auto complete itself, it does not do that now so that you can type what you want. | Cloud | ||
| Bug Fix | 1785 | URL Type Fields | When you put a URL type field on a form it changed to text type. | Cloud | ||
| Bug Fix | 1776 | Individual Email Send | Click on Send Email from the contact/lead and it would not let you choose an editor if you didn't want to choose a template. | |||
| Bug Fix | 1748 / 7646 | Editor Personalization | If the language pack was not English the fields would not show. | |||
| Bug Fix | 1886/9528 | Split Test Apostrophe | If the name of template A contained an apostrophe you would not be able to finish the Split Test setup. | |||
| Bug Fix | 2015 / 9014 | Special Characters in Email Subjects | AzureSend | Special characters were not rendering correctly for accounts on AzureSend. | Cloud | |
| Bug Fix | 1315 | SMS Stats | CRM 4.0 | The stats for SMS were not coming in for CRM 4.0. | ||
| Bug Fix | 1868/9530 | Drag and Drop - Bold | When bolding text in the Drag and Drop the font would change to Arial. | Cloud | ||
| Bug Fix | 1968 / 7862 | JavaScript in Code Editor | If you added JavaScript in the Code Editor in a Form and later saved in the editor it wouldn't apply the JavaScript. | Cloud | ||
| Bug Fix | 9223 | JavaScript in Code Editor | Needed <!CDATA[...]> |
| Change | OutlookCast to InboxCast | The name of OutlookCast has changed to InboxCast. This also means that the email addresses for the Marketing Lists have changed. If you have saved these addresses in your Contacts in your email provider, please go to the Marketing List in CRM and get the new email address. Read more. | Solution |
Other small bug fixes and improvements were also implemented.
↧
"Release Notes Version 6.1.0 [July 15, 2014]" in Announcements - comment added by James White
Great release! I have one question, has the Inbox Preview view been updated within the Custom HTML editor? I just ran a Inbox Preview expecting to see the newer grid layout as per the screenshot and its exactly same as it was before.
As we don't use any of the built in editor tools because we code our email campaigns outside of CRM, is this view not available when the editor type is Custom HTML?
↧
"Release Notes Version 6.1.0 [July 15, 2014]" in Announcements - comment added by James White
In relation to my above post, it appears its because I was accessing the Inbox Preview tool via CRM for Outlook, the new view appears when accessing via Internet Explorer.
Is this the correct behaviour for when accessing the Inbox Preview tool within ClickDimensions via the Outlook plugin?
↧
"AzureSend Migrations" in Announcements - comment added by Gabrielle Eagles
Thanks Matt. What should my new CName be?
One of your colleagues said I don't need it, can you confirm if I do? We are RKO Solutions.
↧
↧
"Release Notes Version 6.1.0 [July 15, 2014]" in Announcements - comment added by Matthew Wittemann
James,
It is likely that Outlook is just caching the older Inbox Preview. You should see the new Inbox Preview regardless of how you access CRM. I would suggest giving it a few hours or closing Outlook and re-opening it.
↧
"AzureSend Migrations" in Announcements - comment added by Matthew Wittemann
A CNAME can be whatever you want it to be. This is just a link you set up in your DNS provider to point to elink.azuresend.com. So you can set up mktg.mycompany.com (replace with your real domain) or elinks.mycompany.com, etc. If you received a notice it will contain the date that your account will be switched over and the option will be available on your DNS Settings on the ClickDimensions Settings page in CRM. (In your case, Gabrielle, this will be on July 22, and the notice includes a link to further instructions.)
↧
setVisitorKey function
Hi,
Does anyone know what is the purpose of below setVisitorKey function in cdAnalytics object?
var cdAnalytics = new clickdimensions.Analytics('analytics.clickdimensions.com');
cdAnalytics.setVisitorKey(a);
Kind Regards,
Hadi
↧
Getting cuvid cookie using programmatic form capture
Hi,
Currently I am using programmatic form capture approach to post data to clickdimension by following steps on http://help.clickdimensions.com/programmatic-form-capture/. I tried to get the cuvid cookie as described in the tutorial by using both C# and javascript codes, but unfortunately I can't get the value as the cookie configured in a different domain (.clickdimension.com) with my current site domain. Can anybody who succeed using this approach let me know how to get this cuvid cookie as it a cross browser cookie. I have struggled searching on google and all say that it's not possible to get cookie from different domain.
Any helps will be appreciated.
Many thanks,
Hadi
↧
↧
Can you expand upon the Options in the Drag and Drop Editor?
Hi,
Currently working on some templates for a client who has requested that everything be built for the drag and drop editor. I'm just curious as to whether it is possible to get greater control over layouts in this editor.
For example would it be possible to have a structure such as this, where you can have multiple 3 column sections in a layout with full width areas between them?
Header
------------------------
Body
Full Width Column
3 Columns
Full Width Column
3 Columns
------------------------
Footer
Also, is it possible to include more Social Networking Icons from this view?
Thanks,
Eoghan
↧
"Release Notes Version 6.1.0 [July 15, 2014]" in Announcements - comment added by Nick Farrow
We are experiencing some very odd issues with the email editor since the update. These include DIVs being created when a user presses enter while entering text and also content being shifted around oddly when using the layout manager to insert pre-made code snippets. This wasn’t a problem in the previous version and at the moment our users cannot build emails very easily using our templates. Any advice?
↧
Passing form data to task notes
I have created an enquiry form for our website using the form builder.
I have set an action to create a Follow Up Task.
I have tested the form and I can see a task is created and that whatever I write in the 'Activity content' box when setting up the Follow Up Task action appears as the Task Notes.
Is it possible to pull the contents of one of the form fields into the Task Notes rather than some static text? It would be nice to pass the content of the 'Enquiry details' form field for example, so that the sales rep who is assigned the task knows what the form was submitted for?
Thanks!
↧