"target lead score, changing of status from contact to lead" in...
Hi Melanie,Please refer to this Help article which shows how to set a specific Lead Score, and then notify a User within your CRM when this target score has been reached. This will rely on you to add a...
View Article"Conforming to our Comms Preferences in CRM" in ClickDimensions Help -...
Stephen's inquiry was answered via Support ticket. If you have a similar inquiry, please submit it via a ticket here or by emailing: support@clickdimensions.com.Thank you!
View Article"Workflow from Adding Member to Static List due to Subscription Prefrence...
Robbie's inquiry was answered via a Support ticket. If you have a question related to this, please open a Support ticket here, or by emailing support@clickdimensions.com.Thank you.
View Article"Is there a way to populate the utm_content parameter in Google Analytics...
Hello - just wanting to find out if there has been any development to address this question since it was asked? Is there a way to populate the utm_content parameter in Google Analytics, along with the...
View ArticleAdding an index to ClickDimensions entities
HiWe are considering adding an index to the Page Views entity (among others) as we are having problems querying so many records. Is this something that will help or will it be a waste of time? In the...
View Articlehow to upload a pdf in block editor
I am working on an eblast using block editor and I would like to know how can I upload a pdf as an attachement in the text content. I am able to do it in dropbox but can't find the link in block...
View ArticleHow to restrict viewing Email Templates, Email Sends and Sent Emails
Hi. Is it possible to limit who can and who can't see some Email Templates, Email Sends and Sent Emails also? So that we could send internal mail to leadership of the organization with ClickDimensions...
View Article"how to upload a pdf in block editor" in ClickDimensions Help - comment added...
HelloIf you click on the "insert link" button while editing a text block in the block editor, there is a button within the link editor that pops up that opens the document manager and allows you to...
View Article"How to restrict viewing Email Templates, Email Sends and Sent Emails" in...
Hello JuhaYou shouldn't run into any functionality issues if you restrict visibility of those records by business unit. However, I would recommend copying our security role and making changes to the...
View Article"Possibility to also show the Sent emails in the Activities - Email messages...
Hi Rhys Does this mean that if the variable data in the sent email cannot be audited. If the values in the crm database should change some time after an email send record is created , is there a...
View ArticlePerform a quicksend with a plugin
Good afternoon everyone, I am trying to develop a plugin to utilize the quicksend functionality. Steps as follows User creates and orderPlugin fires and send an email using a template to the contact...
View Article"Detailed Response Report for Posted Survey Answers?" in ClickDimensions Help...
Has this report been created yet? I would also appreciate this function. Thanks!
View Article"How to embed a form in Site but inherit the site CSS (with CMS)" in...
I have similar problem. When using the widget Click Dimensions forces inherited CSS to override the site specific CSS. There is even Font style !important tag inline.It is impossible to remove CSS...
View ArticleClickDimensions Lifecycle Support for Microsoft Dynamics CRM 4.0
Note: Microsoft ended mainstream support for Microsoft Dynamics CRM 4.0 on April 9, 2013.ClickDimensions ending support for upgrades from Microsoft CRM 4.0 to CRM 2011+ClickDimensions will end...
View Article"Is there a way to populate the utm_content parameter in Google Analytics...
There has been no change in functionality. It is currently not possible to automatically add the utm_content parameter to links in your email send. You will still need to add the parameter manually.
View Article"Possibility to also show the Sent emails in the Activities - Email messages...
Hello AlanSince email template content is not actually stored in your CRM, CRM's audit history cannot record changes made to it (although audit history can be run on the email template crm record,...
View Article"Viewing and collecting files uploaded through a Form" in ClickDimensions...
This is starting to get critical!We have to be able to view which contact uploaded the file.
View Article"Viewing and collecting files uploaded through a Form" in ClickDimensions...
Hi Flemming,I see you opened a ticket, I will continue to assist you via your ticket.
View Article"How do you filter out internal Web Analytics?" in ClickDimensions Help -...
Can someone at ClickDimensions provide some detail around what exactly this filter does to exclude Visits and Page Views? We have a filter setup to exclude traffic from people in our main office but...
View Article"link does not work" in ClickDimensions Help - comment added by Sara Barth
I sent an email send this afternoon and the link isn't working. This seems to be the same problem. I tested it then sent it. However it looks like my original link was directly to my website page and...
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