Click Dimension

Tailoring Email Responses to Survey Answers Using Campaign Automation

This post was originally published on this siteImagine that you work in marketing for a wedding services business, and your company has recently partnered with a baker who is focusing on selling more chocolate cakes. So, you set up a survey to ask your existing customers and potential customers their favorite kind of cake, and anyone who selects chocolate as …

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5 Questions: Alyssa Pacheco

This post was originally published on this siteIn our 5 Questions blog series, we profile our team members, customers and partners 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. Alyssa PachecoDigital Marketing Coordinator, StratusLIVE What do you like …

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Mapping to Lookup Fields Using ClickDimensions Forms, Part 2

This post was originally published on this siteMapping to lookup fields using ClickDimensions forms is a popular topic among ClickDimensions customers. In a previous post, we explained how you can use a text type ClickDimensions form field to map to a lookup field on your contact or lead forms in Microsoft Dynamics 365/CRM. In this article, we will talk about …

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Congratulations to Our Newest ClickDimensions Certified Professionals

This post was originally published on this site We are pleased to highlight some of the outstanding professionals who have recently become ClickDimensions Certified. Congratulations to the individuals featured below as well as everyone else who recently passed our certification exam! Adrian Begovich, Sable37 Adrian currently works as a Microsoft Dynamics 365 Technical Specialist at Sable37 in Auckland, New Zealand. …

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10 Quick Tips for Social Media Success

This post was originally published on this siteWhether you’re talking about a friend’s Instagram post or the latest filters unveiled by Snapchat, social media is always a hot topic of conversation. And it has become even more so recently, especially among marketers, given the significant changes coming to Facebook’s News Feed. You can read the full announcement from Facebook here, …

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How to Automate Case Creation from a Posted Form

This post was originally published on this siteIn a previous blog post, we talked about how to create a case record from a posted form. Now, in this blog post, we will look at how to automate that process using campaign automation. Note: This blog post will require that the form to case workflow mentioned in our previous blog has …

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Automatically Removing Campaign Automation Participants

This post was originally published on this siteCampaign automation is a robust nurturing tool that can send your participants down different paths based on specified criteria. But what if you want to dynamically stop participants in a campaign automation path instead of moving them forward? For example, let’s pretend your business has different service packages or levels—silver, gold and platinum—and …

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5 Questions: Shekinah Harper

This post was originally published on this siteWelcome to our new blog series, 5 Questions! Here, we will profile our team members, customers and partners 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. Shekinah HarperOnboarding Specialist, ClickDimensions 1. …

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ClickDimensions Unveils New Brand Identity

This post was originally published on this siteMicrosoft Dynamics focused marketing automation platform provider modernizes corporate image to better align with market and company strategies ATLANTA (January 29, 2018) –  ClickDimensions, marketing for Microsoft Dynamics 365, today revealed the company’s new branding, which includes a new logo, color palette, messaging, website, collateral and more. This is the first time that …

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Best Practices for Editing Campaign Automations

This post was originally published on this siteSometimes after you have built and published a campaign automation you realize that you want to make an adjustment to its structure. When you choose to make these changes, there are some steps to keep in mind to ensure your changes have minimal impact on your participants‘ navigation through your automation. Making significant …

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