Need duplicate notification
Is it possible to denote in the Email Confirmation if a lead created via a form submission is not added to CRM because of a duplicate being found? Currently we have an email being sent to a user who...
View Article"Need duplicate notification" in ClickDimensions Help - comment added by...
Hi, if the Lead already exists, we will still create the Posted Form record and link it to the existing lead. So perhaps you can add an action to the Form to notify the user of the Posted Form, instead...
View ArticleAdd to marketing list in Nurture Program
What is the difference between using the built in Nurture step to "Add to List" and using the custom CD workflow to "Update Marketing List Members"? These both appear to be doing the same thing. When...
View Article"Add to marketing list in Nurture Program" in ClickDimensions Help - comment...
Hi Ben,You can use either depending on your situation. They work the same way, the workflow assembly just lets you access this step outside of a Nurture.Please let us know if you have questions and...
View Article"How to use dynamic data in an email from a new Dynamics 2011 entity" in...
Hello there,I have a similar issue - my "accounts" entity is linked to "account products" entity and on an EDM I would like to list account followed by products.i.e. ABC Enterprise- computer- mouse-...
View Article"Service Status Alerts" in Announcements - comment added by Dan Hale
Matthew,We are still getting a long delay in recording the deliveries of our Email Sends in our CRM. Currently the delay is as follows:1. Our first Email Send was requested yesterday (8/26/15) at 7:25...
View Article"Service Status Alerts" in Announcements - comment added by Matthew Wittemann
Hi Dan,I've sent you an email directly. For other readers who may have similar questions, another reason that it can take a while to get the data to CRM to reflect the current email statistics is if...
View ArticleCan you post individual replies to your customer's surveys if they leave...
We are linking CSAT surveys to Cases in CRM. Is there a way to reply once your customer (contact) has completed the survey and then be able to link that reply with the survey comment. Think yelp - if...
View Article"Chrome Browser Compatibility" in Announcements - comment added by Bj Walbaekken
Is their now a supported fix for this is Chrome?
View Article"Chrome Browser Compatibility" in Announcements - comment added by Matthew...
Hi BJ,We fixed Chrome compatibility at the end of 2014 for our editors. If you are still experiencing any issues when using Chrome for our editors, please let us know. With regards to CRM itself,...
View ArticleUnsubscribing on a non-ClickDimensions Email
We are looking into sending out an email blast to a prospect list provided by a third party. Of course, many list providers do not hand out their list of email addresses. Since we are not directly...
View Article"Unsubscribing on a non-ClickDimensions Email" in ClickDimensions Help -...
If you get a list back from the provider, all you need to do is import the email addresses into CRM into the "Unsubscribe" entity (see here:...
View ArticleResolved: Investigating reports of email templates not loading
****UPDATE 3/31/2015 2:00pm EDT: We have determined that the issue was due to an unexpected server restart in Azure and we are raising the issue with Microsoft support to find out why this server was...
View Article"Unsubscribing on a non-ClickDimensions Email" in ClickDimensions Help -...
Think I found the solution. I ended up creating web content for a subscription management page. On this page, I required an email address and included the option to opt out of all emails.
View Article"Forms not displaying correctly in IE" in ClickDimensions Help - comment...
Hi all,We have found out (with Molly's help) what caused these problems in IE. I thought it be good to share our findings, in case anyone else has the same problem. It turns out that, inside our...
View ArticleCan a web form create a record in a custom entity?
I would like to create a web form or any time of customer facing form that can be pushed to a custom entity in CRM. Is it possible to do this? I know the web forms must push to either a Lead or a...
View ArticleHow to release Blocked Email to be included with future email send
If I recall correctly, I believe it has been advised that the email in question (presuming recipient had advised they want email and have added domain to safe sender list) would need to be forwarded to...
View Article"Can a web form create a record in a custom entity?" in ClickDimensions Help...
There is a way to do this through some customizations and workflows. It will still create/update and attach to a lead/contact as well though. I will describe this below: On the Posted Form entity...
View Article"Can a web form create a record in a custom entity?" in ClickDimensions Help...
Hi Allison,Thanks for the process outline, this does help. So the Posted Field workflow pushes the field value up to the hidden field on the Posted Form and then the Posted Form workflow creates the...
View Article