"Have you a way of allowing our design agency test email templates they've...
Hi David,You could give them the URL of the template editor (open up the editor in a new window and copy the URL). This would let them edit and preview the template but they would not be given access...
View Article"Is it possible to send a text only email via ClickDimensions?" in...
We have also added testing via www.mail-tester.com for our templates, thanks to ClickDimensions' suggestion. Excellent service.
View Article"Detailed Response Report for Posted Survey Answers?" in ClickDimensions Help...
We implemented a custom SSRS report to show categorized AND freetext "tell us more" questions as matched "sets".See my detailed post at...
View Article"SMS Subscribe" in ClickDimensions Help - comment added by Ken Champion
It would be great if a ClickDimensions enhancement could be made to update the TextMessage.Regarding field with the "FROM" value when a text message is received. Then we would not need custom code to...
View Article"Webpage view of test emails" in ClickDimensions Help - comment added by Ken...
We save each "view in browser" link in a table so interested (non-CRM/ClickDimensions) parties can view a rendering of each email template.
View Article"Surveys - Need to differentiate between customer types" in ClickDimensions...
Not sure I understand the issue fully, but you could either ask what product type they purchased in the survey, OR you could group the results after the fact by custom advanced find/query.
View Article"Can you use Freemarker to send transactional emails?" in ClickDimensions...
We created a field called something like "customhtml" in our Contact and Lead entities. Then we programmatically populate this field with html. Then we simply refer to the field via freemarker. This...
View ArticleCampaign Automation or Nuture: When will either tool be able to incorporate...
At this time, it does not appear that the "Nurture" feature or the new "Campaign Automation" feature can be used for bulk text messaging. If this capability does not yet exist, is it on the road map?
View Article"Can you use Freemarker to send transactional emails?" in ClickDimensions...
Hi Ken,Thanks for the suggestion! In the end, we had to implement a separate entity to coordinate the Email Send, though we had to create a number of merge fields to handle passing information across...
View Article"Should we use Score or Total Score?" in ClickDimensions Help - comment added...
Why does "score" exist then?
View Article"Two factor authentication ADFS?" in ClickDimensions Help - comment added by...
Hi Nick, we have a client with two factor authentication installed on their online crm instance, we have however removed the two-factor authentication for the ClickDimensions service user (the user who...
View ArticleSocial shares redirect to a broken link. How can I change that?
Social media buttons in a sent email direct people to "link.potomacco.com." I didn't set up a CNAME to that subdomain; I set up one to links.potomacco.com. Where do I change the social media button...
View Article"Social shares redirect to a broken link. How can I change that?" in...
HelloI performed lookups for both link.potomacco.com and links.potomacco.com, and neither seems to be externally resolvable. As such, your links would be invalid when branded with either of these...
View ArticleIs the email check on web form submission case sensitive?
We are having contact records that are created in CRM by ClickDimensions upon submission of a web form when the submitter entered an email address that already exists in CRM as a contact. When...
View Article"Is the email check on web form submission case sensitive?" in...
Hi Brandon,The email address check is not case sensitive. The results should be mapping back to your contact regardless of whether they used capital or lowercase letters in the email address field on...
View ArticleRelease Notes Version 7.0.5 [January 2016]
7.0.5 [January 2016]Note: We recommend Update Rollup 12 or newer for CRM 2011 to update ClickDimensions to this release.Note: Improvements are not available for CRM 4.0.For instructions on out how to...
View ArticleCan I add to exclusion lists based on account?
I am sending an email and I do not want to send it to about a dozen companies who have already signed up. Can you tell me how to remove every contact from mailing based on Account affiliation?
View ArticleIs it possible to apply or remove a filter to the Email Send associated view?
On the campaign form the user has the abbility to navigate to related Email Sends. By default (and Microsoft design) the "Email Send associated view" is set and applied to the view. Unfortunately it...
View ArticleResolving: Clicks/Opens not being recorded for Campaign Automations
There is currently an issue that is preventing email events (opens and clicks) from being recorded when they are related to a Campaign Automation. As a result, customers using Campaign Automations with...
View Article