Is it possible to denote in the Email Confirmation if a lead created via a form submission is not added to CRM because of a duplicate being found? Currently we have an email being sent to a user who assigns the leads but we find when one is not created because of a duplicate contact or lead there is no way of knowing other than looking in the system and not finding the new lead.
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Need duplicate notification
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"Need duplicate notification" in ClickDimensions Help - comment added by Matthew Wittemann
Hi, if the Lead already exists, we will still create the Posted Form record and link it to the existing lead. So perhaps you can add an action to the Form to notify the user of the Posted Form, instead of using a workflow to notify them when a new lead is created. See here for form actions: http://help.clickdimensions.com/form-actions-for-clickdimensions-forms-and-surveys/
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Add to marketing list in Nurture Program
What is the difference between using the built in Nurture step to "Add to List" and using the custom CD workflow to "Update Marketing List Members"? These both appear to be doing the same thing. When would I use one as opposed to the other?
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"Add to marketing list in Nurture Program" in ClickDimensions Help - comment added by Courtney Smith
Hi Ben,
You can use either depending on your situation. They work the same way, the workflow assembly just lets you access this step outside of a Nurture.
Please let us know if you have questions and thanks for using the forum!
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"Add to marketing list in Nurture Program" in ClickDimensions Help - comment added by Ben Markland
Thank you.
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"How to use dynamic data in an email from a new Dynamics 2011 entity" in ClickDimensions Help - comment added by NB
Hello there,
I have a similar issue - my "accounts" entity is linked to "account products" entity and on an EDM I would like to list account followed by products.
i.e. ABC Enterprise
- computer
- mouse
- keyboard
How can I achieve that?
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"Service Status Alerts" in Announcements - comment added by Dan Hale
Matthew,
We are still getting a long delay in recording the deliveries of our Email Sends in our CRM. Currently the delay is as follows:
1. Our first Email Send was requested yesterday (8/26/15) at 7:25 am.
2. We have a total of 30 more Email Sends since then, with the majority being requested before noon yesterday our time (PST).
3. It is now 8:27 am (PST) on 8/27/15 and we have yet to receive any delivery records for any of yesterday's or today's Email Sends.
4. We have tested our CRM connection with ClickDimensions using your "Test Connection" (https://app.clickdimensions.com/mscrm/v2011/pages/testconnection.aspx) and it said connection was good.
5. We had this problem also on 8/25/15 and you responded saying it must be on our side, however, after waiting 9 hours, we finally started receiving delivery notifications.
6. You state in your write-up called "Why Does it Sometimes Seem to Take So Long for Emails to Be Delivered?" under the section called "What can delay recording the delivery in CRM...", that there could be a "Processing issue on ClickDimensions...if the queue that this piece of data ends up in happens to have a technical problem, or there is a broader systems issue with ClickDimensions or Microsoft Asure, you may not see the Email Event record created in your CRM until the issue is resolved."
6. So, if we have made no changes to our systems, and our connectivity to our CRM from ClickDimensions is working (#4), and the fact that we did finally get delivery on 8/25/15 albeit 9 hours late, but yet it has now been over 24 hours for delivery receipts from yesterdays Email Sends, couldn't your systems be the issue here? And if so, can you verify these specifically for us?
This would be highly appreciated as we have spent well over a days worth of work for our System Administrator trying to come up with a solution.
Urgency is requested, Thanks,
Dan
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"Service Status Alerts" in Announcements - comment added by Matthew Wittemann
Hi Dan,
I've sent you an email directly. For other readers who may have similar questions, another reason that it can take a while to get the data to CRM to reflect the current email statistics is if there are performance issues in CRM. When we synchronize data, if there are any errors or delays in the response from CRM, our system will retry the synchronization periodically. As CRM permits, the data will then be synchronized. In addition to delays in getting updated data, you may see symptoms of SQL timeouts in the Error Trace (under Settings in CRM, on the ClickDimensions Settings page), in which case, it can be necessary to perform some optimization of the SQL Server as described here: http://help.clickdimensions.com/considerations-for-crm-and-sql-server-performance/
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Can you post individual replies to your customer's surveys if they leave additional comments?
We are linking CSAT surveys to Cases in CRM. Is there a way to reply once your customer (contact) has completed the survey and then be able to link that reply with the survey comment. Think yelp - if someone leaves a negative or positive review and you want to respond to it.
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"Chrome Browser Compatibility" in Announcements - comment added by Bj Walbaekken
Is their now a supported fix for this is Chrome?
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"Chrome Browser Compatibility" in Announcements - comment added by Matthew Wittemann
Hi BJ,
We fixed Chrome compatibility at the end of 2014 for our editors. If you are still experiencing any issues when using Chrome for our editors, please let us know. With regards to CRM itself, Microsoft has some guidance which we shared here: http://support.clickdimensions.com/entries/62919404-CRM-and-Modal-Dialogs-in-Chrome-Browsers
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Unsubscribing on a non-ClickDimensions Email
We are looking into sending out an email blast to a prospect list provided by a third party. Of course, many list providers do not hand out their list of email addresses. Since we are not directly given the email addresses, we can not send the email out through ClickDimensions; the list providers send out the email on our behalf.
I am wondering how unsubscribing would work in this scenario. In an ideal world, I could provide an unsubscribe URL to the list provider. This URL would tie back into our CRM/ClickDimensions database and automatically add any unsubscribes to our running ClickDimensions unsubscribe list. Is this possible? What is the best method for proceeding?
Right now, I don't know how to make it work. I would hope the list provider has an unsubscribe link. And then, at best, they would provide us with the list of those who have unsubscribed... and then I could manually go into ClickDimensions and add in each unsubscribe myself.
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"Unsubscribing on a non-ClickDimensions Email" in ClickDimensions Help - comment added by Matthew Wittemann
If you get a list back from the provider, all you need to do is import the email addresses into CRM into the "Unsubscribe" entity (see here: http://help.clickdimensions.com/import-unsubscribes-and-suppression-lists/)
That would be the easiest and most straightforward way to handle unsubscribes generated via a third-party.
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Resolved: Investigating reports of email templates not loading
****UPDATE 3/31/2015 2:00pm EDT: We have determined that the issue was due to an unexpected server restart in Azure and we are raising the issue with Microsoft support to find out why this server was restarted outside of normal maintenance.****
****UPDATE 3/31/2015 10:50am EDT: This issue appears to be resolved. We are continuing to investigate to see what the underlying cause was.****
We are investigating reports that some customers are not able to access email templates, either in the Email Template designer or in the Email Send record. These reports are coming from customers deployed in the US Azure Data Center. Initial tests show that the Email Templates are loading fine for our testing, but we will update here as we learn how widespread this issue is and what the cause is.
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"Unsubscribing on a non-ClickDimensions Email" in ClickDimensions Help - comment added by Joseph Weinmann
Think I found the solution. I ended up creating web content for a subscription management page. On this page, I required an email address and included the option to opt out of all emails.
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"Forms not displaying correctly in IE" in ClickDimensions Help - comment added by Joris Vanderlinden
Hi all,
We have found out (with Molly's help) what caused these problems in IE. I thought it be good to share our findings, in case anyone else has the same problem. It turns out that, inside our organisation, ClickDimensions forms are considered to be an intranet site, and intranet sites are set to be viewed in Compatibility View. You can check if this is the case by going into the Tools menu in IE, and click on Compatibility View Settings. Check if the box nex to "Display intranet sites in Compatibility View" is checked or not. Why are ClickDimensions forms considered an intranet site, you may ask. Because we used branded urls (alias or CNAME) of the type subdomain.domain.europa.eu, and all subdomains of our main domain are in the site list of the local intranet zone as defined in Tools>Internet Options>Security>Local intranet>Sites>Advanced. I checked with our system administrators if they could remove this setting (uncheck the box) but there are other applications that require it, so no. I'm trying to find out if we could add some code in the HTML (via the Code Editor) that would prevent forms from displaying in Compatibility View. Any tips on this would be appreciated.
The good news is that the problem only manifests itself inside our organisation, and people on the outside see the form as it is intended to be seen. The bad news: form designers need to be informed that IE has this problem and that they should preview their forms in another browser.
Regards
Joris
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Can a web form create a record in a custom entity?
I would like to create a web form or any time of customer facing form that can be pushed to a custom entity in CRM. Is it possible to do this? I know the web forms must push to either a Lead or a Contact. Is there anything in Click Dimensions that can push to a custom entity?
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How to release Blocked Email to be included with future email send
If I recall correctly, I believe it has been advised that the email in question (presuming recipient had advised they want email and have added domain to safe sender list) would need to be forwarded to ClickDimensions for processing. If per chance a new email was provided, then the only action needed would be to update to allow bulk email and make sure there is no unsubscribe record (delete if needed).
I would like to automate this, and wonder if we could send this information to ClickDimensions via email.
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"Can a web form create a record in a custom entity?" in ClickDimensions Help - comment added by Allison Macedo
There is a way to do this through some customizations and workflows. It will still create/update and attach to a lead/contact as well though. I will describe this below:
On the Posted Form entity you’ll need to create custom fields for each of the fields you’ll have on the form that will map to this custom entity (we will call it Entity X for simplicity). As an example this form will ask for First Name, Last Name, and Email Address. So on the Posted Form entity create text fields for First Name, Last Name, and Email Address.
Create a workflow on the Posted Field entity. Do ‘check condition’ statements to check which field it is and map that to the correct place on the associated Posted Form.
If Posted Field | Form Field | Equals | First Name
Update Record: Posted Form (Dynamically place the Value in the First Name field you created on the Posted Form entity)
If Posted Field | Form Field | Equals | Last Name
Update Record: Posted Form (Dynamically place the Value in the Last Name field you created on the Posted Form entity)
If Posted Field | Form Field | Equals | Email Address
Update Record: Posted Form (Dynamically place the Value in the Email Address field you created on the Posted Form entity)
Create another workflow on the Posted Form Entity.
Create a wait statement for 5-10 minutes (to make sure the above workflow runs on all the posted fields).
If this is only going to map to Entity X if it is a particular form then make sure to do a check condition to see if it is that form.
Then do a Create Record: Entity X
Update Record: Entity X
Use the dynamic variables to fill in the fields on Entity X with the fields from the Posted Form.
I hope that helps!
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"Can a web form create a record in a custom entity?" in ClickDimensions Help - comment added by Dave Packard
Hi Allison,
Thanks for the process outline, this does help. So the Posted Field workflow pushes the field value up to the hidden field on the Posted Form and then the Posted Form workflow creates the new custom record.
To back it up one step though, the Web Content Form I create has to create either a Contact or a Lead, correct? I take it I select either one of those, run the workflow to push data over to my custom entity and if I don't need the Lead or Contact created, set up a bulk delete to run each night and delete those records?
Thanks,
Dave
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