Tag Archives: Click Dimension

Join us in Minneapolis for a ClickDimensions Certification Boot Camp

This post was originally published on this siteOur next ClickDimensions certification boot camp is now enlisting! If you’re ready to become ClickDimensions Certified, we invite you to join us in Minneapolis on Friday, April 21, 2017 for a one-day comprehensive training event. This event will cover everything you need to know to pass the ClickDimensions Certification exam and join the …

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5 Ways to Humanize Your Marketing

This post was originally published on this siteHere’s something we all have in common and we all know a lot about: being human. Despite knowing so much about it, when it comes to marketing, we sometimes can lose sight of the human element. We talk of marketing to businesses and consumers, leads and customers. But really, when it comes down …

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Mapping to Lookup Fields Using ClickDimensions Forms

This post was originally published on this siteWith the most recent ClickDimensions update, users now can map form fields used in their ClickDimensions web forms to CRM lookup fields. This includes the out-of-the box lookup fields as well as custom lookup fields. In our last release, we introduced the option to map to the customer/parent account field on the contact …

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Accelerating ClickDimensions Releases

This post was originally published on this siteWe are now able to release new ClickDimensions software updates on a monthly basis, rather than quarterly. This enables us to accelerate innovation, respond faster to feedback from customers and partners, as well as improve the quality and performance of our product. In addition, as a global organization, we now serve customers in …

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Time-Saving Ideas Using the Clone Button

This post was originally published on this siteWhen creating your email templates, email sends, web content and campaign automations in ClickDimensions, you may have noticed the Clone button. But do you know all the great time-saving things you can do with this content duplication feature? Let’s take a look at some ideas! Clone an Email Template 1. Monthly Newsletter Time-Saver: …

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Campaign Automation Scenario: eBook Download and Follow Up

This post was originally published on this siteThe campaign automation builder is an exciting ClickDimensions tool that allows users to easily automate previously manual processes. The tool provides a lot of flexibility, so you might initially feel a little overwhelmed by all the options when you use the campaign automation builder for the first time. We provide live training and …

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New in ClickDimensions: Posting to Facebook

This post was originally published on this siteSocial posting is now available in ClickDimensions! Now you can post on your company’s Facebook page right from CRM and always keep your followers up to date. This new feature gives you the ability to post immediately or schedule a post with text and/or an image to a Facebook page after setting up …

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Creating Event Participation Records for Plus Ones

This post was originally published on this siteIt’s always a great time to start planning your upcoming events! And while you’re planning these events, you may be thinking: how can I best manage all of them? A simple ClickDimensions form will easily capture the registrants’ information, but what if you wanted to go a step further and manage the entire …

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ClickDimensions Names Mike Dickerson as CEO

This post was originally published on this siteCustomer advocacy and product innovation for leading marketing automation provider tops agenda for new leader ATLANTA (March 7, 2017) – ClickDimensions, the top-rated marketing automation solution for Microsoft Dynamics 365, today announced that the company and its strategic equity partner, Accel-KKR, have named Michael Dickerson as Chief Executive Officer. Dickerson joins ClickDimensions from …

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Identifying Email Sends by Name, Not Subject

This post was originally published on this siteFor the most part, your ClickDimensions email sends will be easily identifiable by the subject line alone. You aren’t likely to reuse subject lines too often, but there could be times when you need to name an email for internal reference only; something that the customer won’t see. Maybe each member of your …

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