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How do I map my "organization" field in my form to "company name" in contacts?
I can map "organization" to "company name" with no problem in leads, but when I go to do it with contacts, nothing in the dropdown menu even comes close to being the name of the company.
View Article"How do I map my "organization" field in my form to "company name" in...
Hi Lorry,Where are you mapping these fields? What exactly are you looking at where you do not see the field you are looking for?If you are trying map them on a Form Field - that field will not show up...
View Article"How do I map my "organization" field in my form to "company name" in...
Okay, thanks! Just to make sure I understand correctly: If a person fills out the form and includes her organization, if she is an existing contact, the contact form doesn't use any of the information...
View ArticleHow do I change the Block Width in the Block Editor?
I am creating an email template. Would like to reduce the overall width of the template. I see on your website instruction on how to do this within the Block When I right click on a block everything...
View Article"How do I change the Block Width in the Block Editor?" in ClickDimensions...
Hi Charles,The width of the overall template is fixed to 600px so there is not a way to change that. The block width in that help page is talking about the width of individual blocks and will only show...
View Article"How do I map my "organization" field in my form to "company name" in...
Hi Lorry,The form matching is based on email alone. However, you can see all of the information they placed in the form. You can also mark the fields to override what is in CRM. Just not for...
View ArticleLike button
Hello, is it possible to include a like / dislike button within newsletter articles and track who does what within ClickDimensions?
View Article"Like button" in ClickDimensions Help - comment added by Rhys Saraceni
Hello NickWhat kind of like are you interested in? The following page will show you how you can add a Facebook like button: https://developers.facebook.com/docs/plugins/like-buttonIn this case, you can...
View Article"Like button" in ClickDimensions Help - comment added by Nick Deane
Hello Rhys. I am interested in creating a Rockford -ised like / dislike for artciles we include in newsletters - not linked to facebook so I guess the 'like url' option you mention might do that....
View ArticleWhat if form field doesn't have a CRM equivalent? [Form Capture/Form Field]
Greetings,Just a curiosity.If we have an existing web form that we're trying to attach to Form Capture, what happens to the fields on said form that don't have an equivalent field in CRM?We still want...
View Article"several new lead records with email address field only" in ClickDimensions...
Hi Allison,Can you please explain how "these new ones are being created because they clicked on a link in the email" works?I thought leads are created only via Form Captures and Web Content. Is there...
View ArticleRegistration
We are having trouble registering for ClickDimensions for the development environment. When I type in my CRM credentials, I receive the following error message. Please advise and provide a phone number...
View Article"Duplicate Email Sends" in ClickDimensions Help - comment added by Tomáš Dyntar
Hi,Just to be sure - this post is about records of the same entity (account - account). Does the same hold true if there was, for example, a lead and a contact with the same email addresses? Would CDM...
View ArticleWhy won't my test nurture work properly?
I followed advice given in a blog that you pointed me to regarding nurture programs. Specifically, I set up a test as described in the screen capture I've attached. When I run it, only the first e-mail...
View Article"What if form field doesn't have a CRM equivalent? [Form Capture/Form Field]"...
Hi Adam,It's totally fine to create a form field but not map it to the Lead or Contact record. The information will come in just as a Posted Field and won't produce any errors on submission. Please let...
View Article"Duplicate Email Sends" in ClickDimensions Help - comment added by Rhys Saraceni
Hello TomasDe-duplication will still be carried out across entities, so if you have a lead and contact in the same Email Send that have the same email address, only one email will be sent to that email...
View Article"Registration" in ClickDimensions Help - comment added by Rhys Saraceni
Hello RobynMy apologies for the trouble! You can reach the support team at 1 (678) 466-6944, or you can submit a support ticket by emailing support@clickdimensions.com or by clicking "Contact Support"...
View Article"several new lead records with email address field only" in ClickDimensions...
Hi Tomas,When you send an email you can send to inactive leads and contacts as well as active. If it is an inactive contact we reactivate the contact and put the email data on that contact. If it is an...
View ArticleIs there a way to exclude a marketing list?
Hello,I was wondering if there is a way to exclude marketing lists based on another marketing list? for Example:You have two dynamic marketing lists;Marketing List A (~2000 Members)Marketing List B...
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