Click Dimension

ClickDimensions Partners with Data8 for Data Quality Management Services for Microsoft Dynamics 365 Users

This post was originally published on this sitePartnership will enable ClickDimensions customers to ensure data quality, accuracy and compliance ATLANTA (April 24, 2018) –  ClickDimensions, marketing for Microsoft Dynamics 365, today announced a partnership with Data8, a global leader in data quality management. Like ClickDimensions, Data8 is built natively in Microsoft Dynamics 365. The partnership between the two companies will …

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Wait Timers and Date Timers: How to Use Them for Effective Campaign Automations

This post was originally published on this siteTiming is everything. That statement holds true for many things, including marketing campaigns. That’s why the ClickDimensions campaign automation builder offers two different options for controlling when a particular part of your campaign is executed, whether that’s an email, SMS message, an internal notification or other campaign component. A Date Timer is used …

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Breaking Down Web Analytics: Referrer Type

This post was originally published on this siteHave you ever wondered how a visitor discovered your website? ClickDimensions web tracking can help! Each time a page view is generated in CRM, the field Referrer will help shed some light on that exact question. Before we begin our dive into the Referrer Type, it’s important to understand what a referrer is …

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Creating Healthy Customer Relationships: How Health Insurers Can Use ClickDimensions

This post was originally published on this siteChange has impacted many businesses and industries in recent years, and health insurance companies have been no exception. Many consumers today have more choices than ever when it comes to health insurance coverage, which has driven payers to focus more on customer engagement and the customer experience. In the example scenario below, let’s …

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Coming Soon in ClickDimensions: Opt-Out Tracking Script

This post was originally published on this siteIn the next release of ClickDimensions, there will be a new optional web tracking script. This update will show a pop-up to your website visitors that will allow them to disable web tracking for your domain. This is in an effort to help our customers with the new GDPR regulations that will go …

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Drilling into the Details with the Related Records Menu

This post was originally published on this siteLooking for information for a specific ClickDimensions entity? Good news! It can be easily accessed through the Related Records menu. Using the Related Records menu can save you time when locating information for a specific contact, email send or ClickDimensions web content record. The examples below demonstrate some of the most valuable relationships …

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New in ClickDimensions: Opt-In Subscription Management

This post was originally published on this siteIn the next ClickDimensions new release, there will be an option to switch your system to opt-in based subscription management. In general, what this means is that when sending an email, ClickDimensions will check to make sure there is an opt-in from each email address. Currently, ClickDimensions will just exclude everyone on your …

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5 Questions: Lucy Bourne

This post was originally published on this siteIn our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know these individuals, and if you’re interested in being featured, send us an email at marketing@clickdimensions.com. Lucy BourneAccount Manager, Cloud 2020 1. What do you …

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Using a Workflow to Add Contacts to a Campaign Automation

This post was originally published on this siteCampaign automations are an effective way to streamline a variety of marketing actions, and are especially powerful and useful when combined with native CRM functionality. By using workflows, you can monitor changes to contact and lead records and automatically add someone to a marketing list. This is a great way to automatically add …

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Customizing a ClickDimensions Form as a Standalone Page: Part 1

This post was originally published on this siteOne of my favorite parts of a marketing project is the design work. It’s so satisfying to prepare an email or form or landing page with just the right look for leads or customers. That’s why in this post I wanted to highlight some customizations that you can make to a ClickDimensions form …

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