How long does it take for a GoToWebinar to show up in the Active Events view?
I set up two new webinars this morning in GTW but nothing is showing up in my Active Events view in CRM. I even reconfirmed the connection in the Connectors section to see if that would force it to...
View Article"Social Profile" in ClickDimensions Help - comment added by Allison Macedo
Hi David,We will be putting out some updates to this in our July release. If you are having trouble finding people with the social profile make sure that for LinkedIn the first name, last name, and...
View Article"Email did not go out on schedule" in ClickDimensions Help - comment added by...
Amanda,I see that you submitted a support ticket and the issue was resolved there. If anyone else has this issue you can submit a support ticket at http://support.clickdimensions.com.Thank you!
View ArticleClickDimensions CRM 2013 SP 1
Hi, Any known issues with ClickDimensions when SP 1 for CRM 2013 is applied?
View ArticleSoft Bounces
What is the best way to run a report to view all softbounces with the type and message for each email contact? ThanksLetisia Padron - Client Services Technical Anaylst
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"Soft Bounces" in ClickDimensions Help - comment added by Nick Waverek
You could do this with a CRM view if you'd like. For the advanced find, Type = Soft Bounce. Sort on Contact, then Date. Include the columns you would like.Here is an example.
View Article"Soft Bounces" in ClickDimensions Help - comment added by Courtney Smith
Hi Letisia,You can create an Advanced Find on Email Events type 'Soft Bounce' to get all of this data. You can further customize what you'd like to see by using the "Add Columns" button at the top and...
View Article"Soft Bounces" in ClickDimensions Help - comment added by Letisia Padron
Is it best to manage soft bounces before excluded? Because once they reach the limit of soft bounces they become hard bounces correct.
View ArticleAutomatically Place Reply to Email Send in CRM
When a contact or lead replies to an email send is there a way to setup functionality so that the reply is automatically put into CRM in the related activities for that lead or contact?
View Article"Automatically Place Reply to Email Send in CRM" in ClickDimensions Help -...
Hi Mark,I apologize, but we don't process any replies to Email Sends and we aren't currently able to pull them into CRM. Sorry for the inconvenience! Please let us know if you have any questions.
View Article"Automatically Place Reply to Email Send in CRM" in ClickDimensions Help -...
Can the email reply be tracked like any other email using the CRM Outlook client?
View Article"Automatically Place Reply to Email Send in CRM" in ClickDimensions Help -...
Mark,A reply email has no relation to ClickDimensions. The replies are just like any email sent directly to you or to whichever email address you had set as the "from" address when you sent the...
View Article"How to use dynamic data in an email from a new Dynamics 2011 entity" in...
what about owning team? Can you pull custom fields if the contact is owned by a team? I'm not seeing them in the list
View Article"How to use dynamic data in an email from a new Dynamics 2011 entity" in...
Hi David,You can merge in any info on any related record, as long as it upstream in a M:1. Luckily, you can use freemarker in the scenario you described...To do so, just use...
View Article"How to remove the solution" in ClickDimensions Help - comment added by Tim King
I have a similar problem. I am upgrading CRM from 2011 to 2013. To do this, I want to export my customizations before migrating. I cannot do this however as Click Dimensions (CD) is stopping it. I...
View Article"How to remove the solution" in ClickDimensions Help - comment added by...
Hi Tim, My apologies that you did not get a more timely response to your support request. I see that one of our support engineers reached out to you this morning and he will continue to assist you...
View Article"How to remove the solution" in ClickDimensions Help - comment added by Tim King
OK, losing data from entities is not ideal!So what is the path for moving Click Dimensions from a CRM 2011 environment to a CRM 2013 environment as we move our service across. Is there a defined...
View Article"How to remove the solution" in ClickDimensions Help - comment added by...
If you are doing a migration rather than an in-place upgrade, you will want to get a solution from our support team for your new 2013 organization. Install that solution in the new 2013 environment,...
View Article"How to remove the solution" in ClickDimensions Help - comment added by Tim King
Ah ha! Fantastic answer. Much appreciated. Thanks, Tim.
View ArticleSurveys
As the Surveys are available on Lead and Contact Level. Can that Surveys results be made available on the Account level if the Leads and Contacts are from that Account.
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