"Automatically update Web Content Form when Form Field List changes in CRM"...
Hello Chris!Yes this is correct behavior. Once the form is created the changes made to it at that point in time are saved as unique code. The form fields are individual and independent records of the...
View Article"Is there a way to populate the utm_content parameter in Google Analytics...
Hi,Is there a way to edit the ClickDimensions UTM parameters?
View Article"Is there a way to populate the utm_content parameter in Google Analytics...
For Google Analytics we automatically add utm_source, utm_medium, and utm_campaign parameters to links when your Email Send is associated with a Campaign in CRM, but outside of those parameters,...
View ArticleConverting lead scores based on topic
We are about to begin to collate lead scoring for our customers and propsects. Due to the nature of our business as a professional body we might expect a person to look at more than one of our...
View ArticleEmail template
Hi,Is there any way to resize the different content types? For example, if i choose a "image on bottom" content type, is it possible for me to drag it somehow in order to change the width of...
View ArticleHow do I sending an email by inserting data into the CDI Entities via...
I'm writing a process to process some CRM data within SSIS, and I'd like to use CozyRoc to create the appropriate items in the CDI Entities to generate an email. How do I do this? I've seen a few...
View Article"Can I view Sent Emails for a Contact in its parent Account?" in...
Allison,Has this feature functionality been resolved? It's very frustrating to not be able to see all CD activities/ tracking/ etc for an entire account encompassing all contacts associated with such...
View ArticleProgrammatic Form Capture not linking to Contacts or Leads
Hi,I've a Portal created using Adxstudio Portals that users can register to using their Contact record. Registration is invite only and users access it by clicking on an invitation link. I have the...
View Article"Is there a way to populate the utm_content parameter in Google Analytics...
For those who are interested, here is a blog post with more information on GA UTM tracking and ClickDimensions.
View Article"Email template" in ClickDimensions Help - comment added by Dante Porter
Hello Angelica!It is not possible to change column widths at this time. The closest option would be to change the layout to adjust the sizes instead. There's a similar existing Feature Request that you...
View Article"Can I view Sent Emails for a Contact in its parent Account?" in...
Hi,This is a feature request that has not be decided on or implemented. I have added your vote to the request though. Thank you for your input!
View Article"How do I sending an email by inserting data into the CDI Entities via...
Hello Sam!To accomplish this, the fields you'll need would just be those found on the Email Send (filling in the desired template, subject, from name and address,etc.), and then you'll need to make the...
View Article"Can I view Sent Emails for a Contact in its parent Account?" in...
This is very unfortunate.Is there an option to show at the account level when an email was sent and the subject, but not view the actual email?
View Article"[POLL] How many months of website traffic do you keep in CRM?" in...
Hello Brooke!We do not remove any of those records, we also do not place a limit on how many of those records you may have or a cut off date for tracking that information. However, CRM may place a...
View Article"Detailed Response Report for Posted Survey Answers?" in ClickDimensions Help...
We are going to try and leverage the custom report created by Ken but we had one question. How can we get the report to display the survey questions in the order they are asked on the form. Is that...
View Article"Detailed Response Report for Posted Survey Answers?" in ClickDimensions Help...
Tara, the question order is not stored within CRM. What we did is we prefixed the "Question Name" (cdi_name) with a number to match the order it appears on the survey. Then we simply ordered the report...
View Article"[POLL] How many months of website traffic do you keep in CRM?" in...
Thanks Dante. I'm not really worried about the view limits, but rather my storage size of CRM. I was getting close to our storage limit and started having to trim the fat. It was mostly old completed...
View ArticleInvestigating: Connectivity Issues Impacting US and EU Customers
We are currently investigating reports of connectivity issues impacting some customers in the US and EU. This is a high priority issue for us and our Operations team is working to resolve asap.
View Article"Detailed Response Report for Posted Survey Answers?" in ClickDimensions Help...
Hi Ken, Thanks for the quick response. The posted survey questions can be used over again, correct? How would this work if you had a question that was available to use in multiple surveys?
View Article"Detailed Response Report for Posted Survey Answers?" in ClickDimensions Help...
Well, yes, questions can be put on multiple surveys. If the order of appearance was different on another survey, then the method I suggested would not work. I guess you could duplicate the question and...
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