"Is there a prerequisite, checklist or best practice doc when upgrading crm...
Hi We have been using the semi-auto approach for quite sometime. I just wanted to know if it there were any special considerations, for example if we had to do anything manually, after we upgrade from...
View Article"Is there a prerequisite, checklist or best practice doc when upgrading crm...
Hi Mike,If you're changing over to a different version or CRM or moving to a different location, go ahead and open a support ticket and send over all the connecting details that changed. Once done,...
View ArticleSurvey Answer Upload
We recently created a customer survey in ClickDimensions. To gain more responses we asked our sales guys to send this survey to their customers. Some of them responded in the email with their answers...
View Articleopening emails
Can you tell me how to see each individual person that has opened an email?
View ArticleCan you copy templates you have created in test over to Live?
Can you copy templates you have created in test over to Live?
View ArticleWhat fields does Profile Update change?
I'm using ClickDimensions 5.0.9690.3557 with CRM 2011. I recently created a Profile Update form that has only a handful of custom fields on it. The Profile Update form works great in that it both...
View ArticleMapping survey to Account/Product
Please let me know if there are any provisions to map the customer or product to the survey. For example, posting survey for a customer or a product.Expected Result in Posted Survey: 1) Account2)...
View ArticleIs there a maximum support subject length?
We have noticed that any emails with a subject length greater than 100 characters send ok, but the 'sent email' record is not created and the 'email send' record always reports 0 messages, 0 deliveries...
View Article"Survey Answer Upload" in ClickDimensions Help - comment added by Rhys Saraceni
Hi AmyIf you do not have a lot of responses like this, your best option would be to just open the survey on your end, paste or type in the responses the customer gave you, then submit the survey....
View Article"Can you copy templates you have created in test over to Live? " in...
Hi SophieYou can use the Export and Import options under Settings > ClickDimensions Settings to migrate email templates to a new...
View Article"Creating Conditional Form Fields?" in ClickDimensions Help - comment added...
Hey Everyone,You've all expressed an interest in having Conditional Logic added as a feature for forms. Unfortunately this is not yet a native feature, however I took the liberty of working out a...
View Article"Service Status Alerts" in Announcements - comment added by Mohammad Qureshi
Hi CD TeamAbout 2 hours ago we have sent an Email Send which has not started firing. Although I can see the "Submission" in the Email Event and Workflow being successful.Is there a delay at the server...
View Article"Service Status Alerts" in Announcements - comment added by Matthew Wittemann
Hi Mohammad,There is no delay on the server level. Please open a support ticket and share the URL and organization name of the CRM where you are seeing an issue, as well as the Email Send record ID...
View Article"Service Status Alerts" in Announcements - comment added by Brian Buchanan
Any issues with outgoing mail. testing a send gets me the web page example but it does not send.
View ArticleWe have some data fields not populating in email
HiWe have an issue with one of out clients who uses Click Dimensions. They have two custom fields on the account entity which can link to two different users. They want to create an email that gets...
View ArticleHow to delete a contact from a marketing list using a nurture program
I have set up a very simple nurture program, but for some reason the contact is not being deleted from the list.Attached is a copy of the nurture. You assistance would be terrificKylie
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auto responder don't work
Hi,The auto responder don't work and the form don't updating the contact data.I well appreciate Quick response Kind Regards- yahel makory
View Article"How to delete a contact from a marketing list using a nurture program" in...
Hi KylieYou do not have a wait step between sending your email and checking if it has been opened, so the nurture is checking if the email is opened immediately after it is sent, causing it to return...
View Article"Viewing and collecting files uploaded through a Form" in ClickDimensions...
I would also like to know how to link or associate to the record that was submitted?
View Article"We have some data fields not populating in email" in ClickDimensions Help -...
Hi Brett,Unfortunately, this cannot be done yet. We've created a feature request to add in that functionality, but it is up to the development team if it will or can be implemented. So, there is no...
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