We use Surveys as part of the Case Resolution process, we have a new Survey for each month to help identify any trends. My question is if there is a way to use any of that monthly Statistical Survey report data on a CRM Dashboard so we can display results over time rather than one report at a time.
Thanks
Dear Adriana,
We are in exactly the same situation: Contacts are shared between units, with each unit sending its own newsletter. Contacts should be able to unsubscribe from one newsletter without being unsubscribed from other newsletters. In that situation you should not (never) allow recipients of your mailings to perform a global unsubscribe. Instead, work with Subscription Lists per newsletter, create a Subscription Page per newsletter, and insert the link to the corresponding Subscription Page in each newsletter template. That's how we do it.
Good luck!
Hi Joris,
Thanks for sharing the above - very helpful!
Here's what I decided to do:
Since each business area has their own form for say Contact with their own specific preference options e.g. events, newsletter, professional network 1, 2, etc.. I have created a "Business Area 1 Comms - Do Not Allow" which then takes people out of all Dynamic marketing lists so they don't get emails. The field is available for edit only during "Create" state of a form so users can set the initial option and then gets locked and managed purely by the individuals preference.
Also I have created a Subscription List which is called "Business Area 1 Generic" and called it "Unsubscribe from all the above Business 1 topics" on the preferences form so once subscription preference is submitted I get my workflow to update the Business Area 1 Comms field to Do Not Allow, and set all preferences to Out. I also put a rule whereby if all Business Area Comms - do not allow fields are set to "do not allow" at any point that sets the main Bulk Email field to do not allow.
I had to keep the generic field "do not allow bulk emails" as we've got an option whereby 1 user can restrict ANY communications to a Contact globally (e.g. CEO of a company or sth..) so once somebody is set as "do not contact whatsoever "there - all options get put into do not allow and locked unless the owner changes the option...
Hope this works and good luck indeed! :=)
Adriana
I'd like to add tracking pixels for ads I've set up on Facebook and Twitter so that I can measure form submissions that come through those mediums. Is there a way to add those pixels to the webform or the landing page itself?
Hi Devin,
did you ever fix this issue, I'm dealing with the same thing.
found a fix?
I completely agree with Ben about this issue. We have exactly the same problem where we want to be able to connect ONE market list to two or more subscription lists. The way this works in ClickDimensions right now is completely illogical and has to be fixed. It creates a lot of extra work as Ben has stated.
Hi Flemming,
I tried it and it worked! Thanks!
Just one (stupid) question: what is the 'width: 400px;' for?
Joris
Additional thought on this topic. I would like to suggest that CD reconsider providing a way for a client to automate clearing of blocked emails. It adds more administrative overhead to maintain lists and submit tickets on a regular basis. Why not have some mechanism in the application to indicate (such as button on the contact) that the email listed be removed from CD's service protection list. If it requires some sort of validation (to make sure email is good and sender reputation protected), then why not add it.
Incidentally, in a certain case recently, the contact was receiving emails, but then blocked. The messages on the soft bounce show 'Status = 5.0.0 (undefined status) | Diag = smtp;500 Line too long'. So, someone is receiving and opening emails, but still recording soft bounces, and they end up getting excluded, and we have to jump through hoops just to fix it. I understand the need to protect ClickDimensions sender reputation, but it should be easier to clear things out in the application if proper actions taken. I am sure you guys could come up with something.
Hi Jason, unfortunately we never did. Ultimately we got a refund for ClickDimensions and moved to SalesForce. Good luck!
Hi Courtney,
We are getting the same results. This can't be correct.
Moreover, the test emails are not arriving.
Should I open a support ticket?
Joris
Hello,
I am curious about the solution to this question. We have created a Hidden Form Field and provided it a Default Value on the Form itself. From what we know, we do not think it is possible to map this Default Value to a lookup field (with a predefined list of options) on the Lead in CRM. Can you please clarify the functionality or provide further insight?
Thanks!
I get this error message when trying to send and email: HTML Template does not contain Unsubscribe link.
I cannot find a wat to insert the unsubscribe snippent in the HTML editor. I created my email template in the freestyle editor. Please advise. Thanks, Ned
310-629-6705
Hi,
I'm in a bit of trouble here, and I'd appreciate your help.
Is there an option by which we can edit a current email template and send it to a specific contact-not to change that email template for all contacts in CRM? What I'm trying to accomplish is sending out customized emails to "selected" contacts, not the "generic" ones already in there. Right now, I have to use Outlook to do that and then track it in CRM, but then I'm unable to track if the contact has opened an email, clicked on it etc.
Thanks much!
Hello Ned
If you click on the "Insert Link" button in the freestyle editor, it will open a pop-up menu where you will have the option to insert a variety of different links, including an unsubscribe link.
http://help.clickdimensions.com/free-style-editor-hyperlink-manager/
Hello Sanja
It sounds like you would like to utilize dynamic content in your emails. In that case, you can populate personal data about the recipient, such as their name, using the personalization tools within the email template editor:
http://help.clickdimensions.com/free-style-editor-personalization/ (freestyle and drag and drop)
http://help.clickdimensions.com/personalization/ (block editor)
If you want to show completely different blocks of content, such as showing different images and text based on the recipient's company, you can do that by setting up conditional statements.
http://blog.clickdimensions.com/2011/02/the-power-of-dynamic-content-in-email-marketing.html
http://blog.clickdimensions.com/2013/08/advanced-dynamic-content-if-statements.html
http://blog.clickdimensions.com/2013/08/guest-post-freemarker-language-demystified.html
Hello Kelsey
Unfortunately, it is not possible at present to map form fields to CRM lookup fields.
Hi,
Can you please explain in detail what Notify Team with Nurture Programs means? Does it mean that a notification email is sent to each member of the team, or just one email to the team? If the latter, which address does it go to (associated Mailbox)? What if Mailboxes in CRM are not used?
Thanks,
Tomas
Hi, I'm trying to create a form in ClickDimension. I've got the fields that I want and the order that I want these questions to have. The part that I am struggling with currently is how do I change the colour of the form from white? Also, how do we change the shape of the answer boxes? I would like them to be slightly rounded on the edges. Thanks.
Hi. I have 2 questions...
1. It is possible to code my own code snippets for email template?
2. I need to insert contact data to email template. But not only from entity but from related entities (custom) too. Is there way to do this? Or can be this coded?
Thanks.
Hello Alice
Both of those changes will require adding CSS to the form via the code editor.
The background color can be changed by adding the "background" attribute to the body style. For example, background: rgb(50,125,100);
To round the corners, you can add the "border-radius" property to field input style. For example, border-radius: 5px;