"Survey Action to send Email" in ClickDimensions Help - comment added by Ken...
What was the resolution? I am experiencing the same problem. No notification email or task when a survey is posted.
View Article"Duplicate Email Sends" in ClickDimensions Help - comment added by Dan Hale
When the de-duplication process takes place is there a crm record created that identifies which email address and/or which lead/contact/account record the email address resides in was de-duped?
View Article"CRM 2015 Compatibility for ClickDimensions" in Announcements - comment added...
Hi Matt,Has this issue been addressed yet? I have click dimensions version 6.5.1 with CRM 2015 online but I get errors.RegardsRidhima
View ArticleSome HTML editing functions not available.
I am editing a form through Click Dimensions Wed Content. the form has an HTML component. I highlight the component and then click properties to open the HTML edit dialog. When trying to edit using...
View Article"What might be a reason an email is blocked, apart from unsubscribed or...
I was able to pull a list of excluded emails, with the reason being either "blocked" or unsubscribed. How can I pull in the bounce code for each "blocked" email send on this list?
View Article" Adding social media icons that link to 'general' profile accounts" in...
Hi,Can I add 5 sites i.e. 5 images in 1 row so that I can have social buttons for - facebook, linkedin, twitter, google + and youtube
View ArticleHow do I exclude a marketing list?
Hello, I would like to send an email to a large marketing list of all members and then exclude a segmented marketing list. How do I accomplish that? Also can the marketing lists both be dynamic?...
View Article"CRM 2015 Compatibility for ClickDimensions" in Announcements - comment added...
Yes, our application is compatible with CRM 2015. If you have any recent version of our solution installed (6.0+) all you need to do is go to Settings > ClickDimensions Settings > click on...
View Article"January 2015 Release Schedule" in Announcements - comment added by Matthew...
Yes, our cloud application was updated and now support CRM 2015.
View Article"How do I map my "organization" field in my form to "company name" in...
This was helpful, glad it was already asked!
View Article"How do I map my "organization" field in my form to "company name" in...
For what it's worth, I'm dealing with this for the first time while I begin the task of converting all our forms over to CD forms. For company, I'm mapping it to Address 1: Name within the contact...
View Article"How can I add more than one type of record to a marketing list?" in...
I'm curious why you would need to add a Marketing List for accounts onto an email send. I would assume that by having both Lead and Contact MLs tied to an email, you've got everyone. How would you send...
View ArticleForms and Actions - To add to marketing list, do you need a contact and lead...
I have forms where I have an action to add to a marketing list. Since the forms go out to see if the person already exists as a lead or contact, that could mean an existing record will then be added to...
View Article"How does to suppress the empty row in the form builder." in ClickDimensions...
I'm having this same problem. My form is halfway down this page - http://smartbridge.com/demand-webinar-mystery-mobile-bi-dashboards-will-rule-2015/Before I made it live, it wasn't like that. But then...
View Article"How does to suppress the empty row in the form builder." in ClickDimensions...
I think I just figured it out. It was the hidden field causing this, it just took a while to fix. However, that means I can't add more hidden fields than I can fit on the amount of rows I want visible....
View Article"Forms and Actions - To add to marketing list, do you need a contact and lead...
I've been testing this all day, and it seems to be working. It doesn't seem to spaz out or anything - it is adding the leads to the MLs in the actions it can feasibly be added to, and the same with...
View Article"EventBrite integration" in ClickDimensions Help - comment added by Michael...
That link shows how to setup the integration, but it does not show what fields sync into CRM from EventBrite. Is there a guide? I want to see what will update CRM like if I set a user to Attended will...
View Article"Tracking documents in emails" in ClickDimensions Help - comment added by...
Hi CourtneyIs there any other way to see if contacts have viewed hosted documents, through page views for instance?
View Article"How can I add more than one type of record to a marketing list?" in...
Brooke - we have our CRM heavily customized for the project I'm working on. Due to the way we need to process payments, many of the people who are entered, are entered as accounts. Also a lot of data...
View Article"How can I add more than one type of record to a marketing list?" in...
I see. Our setup is fairly simple and we haven't been using CRM very long. To keep accounts specifically associated with entities and not individual people, I think the email field was hidden. Now I'm...
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