"Adding a Form to an email template " in ClickDimensions Help - comment added...
Forms cannot be embedded in email templates. You can you paste a link to the form in the email, but you cannot embed it in the body of the email as the vast majority of email programs cannot render...
View ArticleHow do I find Click Dimensions in the new Dynamics CRM?
I am new to ClickDimensions and have found settings under settings. But, I can't find ClickDimensions under any other link in the newer version of Dynamics CRM. Where do I find it?
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
I have knowledge of this and if you still need help, let me know.
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
I think that this is a pretty common question, so any help that you could post would be wonderful.
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
Solution coming soon. Checking w/ our programmer on the full process for this.
View ArticlePosted Form Report is Missing Data Fields
With the newest update from Click Dimensions we are now able to download the posted form report.However, my form contains several different sections that all use an "email" field, "name", "title",...
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
The area to begin your report starts in Marketing > Email Marketing > Email Events.The full set of directions is attached. Hope this helps.
View Article"How do I find Click Dimensions in the new Dynamics CRM?" in ClickDimensions...
Hi Sinnary,We tried to give you a call back, but missed you. Sorry about that! The issue is probably that you don't have the security roles. Please refer to this article to make sure that you have...
View Article"Posted Form Report is Missing Data Fields" in ClickDimensions Help - comment...
Hi Tiera,I do apologize for the trouble! Would you be able to upload a screenshot (with any sensitive data blurred out) so we can better understand what you're seeing in your form report? Again I'm...
View Article"Posted Form Report is Missing Data Fields" in ClickDimensions Help - comment...
Hi Courtney,Yes. I attached a partial screen shot of our Web Form. As you can see there are multiple email (text) fields being used. The screen shot of the Posted Form shows that there should be a...
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
Thanks for the detailed instructions. I'm sure that those will help many people trying to figure out the Advanced Find side of CRM. In my situation, I have also figured out how to bring...
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
ClickDimensions data is accessible for reporting in the same way as any other data in CRM is. That said, due to the way various things are related to each other (for example, Posted Fields are under...
View ArticleService Status Alerts
Subscribe to this forum by clicking on the word "Announcements" above and using the button on the top right to receive updates about service issues, outages, known problems, etc. We'll update this...
View Article"Posted Form Report is Missing Data Fields" in ClickDimensions Help - comment...
Hi Tiera,I apologize for the delay! We have been navigating a high volume of support requests this week. I see what you're saying. We're going to submit this to our development team for them to take a...
View Article"Pull CD information in CRM Report?" in ClickDimensions Help - comment added...
Thank you Matthew. I look forward to hearing more about SQL Reporting Services.Luke, I am still fairly new to Click Dimensions and its features. During our company's in-house training, the IT staff...
View ArticleCan't see block editor in email templates or email sends.
I am having an issue where I can't see the content of an email or template within the CRM window. Neither the block editor or the text version show up. Only when I click the full screen button can I...
View Article"Can't see block editor in email templates or email sends." in...
Hi Chuck,Are you using Internet Explorer 11? CRM and CD are not yet supported on that. Try using Chrome or Firefox and let us know if that resolves it. Thank you!
View Article"Can't see block editor in email templates or email sends." in...
Hi Chuck,Actually the issue is that you have CRM 2013 now and that needed to be updated in our system. Now you'll need to go to Settings > ClickDimensions Settings > Auto Update to get the latest...
View Article"how do you create a new marketing list?" in ClickDimensions Help - comment...
I cannot seem to find any information on creating marketing lists other than this post. Can you please provide information on the different marketing list fields along with descriptions for each one?
View Article"how do you create a new marketing list?" in ClickDimensions Help - comment...
Hi Ayelet,Marketing Lists are a CRM feature so that's why you don't see help information on our site about them. You can look on Microsoft's site or speak to your CRM partner. There are also some...
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