ClickDimensions Training

Account Questions

ClickDimensions Support Policy – Supported Versions

Storage Space Available Per License Level

How to Get Help With ClickDimensions

What do I do if my ClickDimensions solution file does not match my CRM environment?

How to tell if your account is using AzureSend

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Deployment

Considerations when performing a database restore or Sandbox copy/reset for a CRM system integrated with ClickDimensions

Entity Relationship Diagram (ERD) for ClickDimensions Entity

Common Questions About ClickDimensions Security

Upgrading from CRM 2011 to 2013/2015/2016?

Introduction to ClickDimensions

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FAQs

Does ClickDimensions work with Multi-Factor Authentication?

Error: “Wrong orgname value” error on the ClickDimensions Settings page

Considerations when performing a database restore or Sandbox copy/reset for a CRM system integrated with ClickDimensions

Error Trace

ClickDimensions FAQs

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Subscription Management

Introduction to Subscription Management

How to Create a Subscription List

Create a Subscription Management Page

ClickDimensions Actions

Subscription Management Records

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Nurture Marketing

Introduction to Nurture Programs

How to Create a Nurture Program

Running Nurture Programs on Individual Lead and Contact Records

Nurture Program Timeline

Clone a Nurture Program

Tips & Tricks

Sign up for a Dynamics 365 trial

Tracking Event Registrants Using Form Submissions

Using SQL to troubleshoot import issues

How to Get Help With ClickDimensions

Manually Updating ClickDimensions

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Email Marketing

Introduction to Email Marketing

Create an Email Template

Add Recipients to Email Send

Test an Email

Email Send: Send an Email Template

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Web Tracking

Introduction to Web Tracking

Setup Domain Records

Set Up ClickDimensions Web Tracking

Tracking Multiple Websites with the ClickDimensions Tracking Script

Web Analytics Entities

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Forms

Introduction to Forms

Create Individual Form Fields

Create a Form with the Form Builder

Profile Management

ClickDimensions Actions

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Surveys

Introduction to Surveys

How to Create Survey Questions

How to Create a ClickDimensions Survey

ClickDimensions Actions

Embed Web Content

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Landing Pages

Introduction to Landing Pages

Create a Landing Page

Find Your Way Around the Landing Page Free Style Editor

Find Your Way Around the Landing Page Block Editor

Embed Web Content

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SMS

Introduction to SMS

BulkSMS Settings

Twilio SMS Settings

MessageNet SMS Settings

Sending a Bulk Text Message