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With ClickDimensions Actions, you can specify certain actions to trigger once someone has submitted a form, survey, and subscription management page created with ClickDimensions. ClickDimensions also allows users to integrate third party forms using form capture. Unfortunately, actions are not available for use with form captures, but fortunately you can replicate the functionality of actions …

Using Workflows to Re-Create Form Actions for Form Captures Read More »

The ClickDimensions team is heading to Las Vegas this weekend for eXtremeCRM 2014! Come visit us at booth 100 in the expo from Sunday, October 5th – Wednesday, October 8th. The ClickDimensions team will be presenting some great sessions during the conference as well. On Monday afternoon, our chief customer officer, Matt Wittemann, will be conducting …

Visit ClickDimensions at eXtremeCRM in Las Vegas Read More »

The Technical Solution Specialist (TSS) is a senior position on the customer service team that is responsible for assisting customers and partners with complex and challenging implementations. Duties of the TSS include: Pre-sales engineering: Working with the ClickDimensions sales team to prepare and present proofs-of-concept and to answer questions about architectural and solution-based requirements Technical …

Were hiring! Technical Solution Specialist (Atlanta, GA) Read More »

The following blog post was written by Ken Champion, Senior Business Analyst for MERIAL IS. Ken was kind enough to assemble this “how-to” post following requests from attendees that watched Courtney Carter’s Idea Conference presentation where she shared how MERIAL is using ClickDimensions. (Watch Courtney’s presentation here.)   1. Introduction As a ClickDimensions user, you hopefully …

Guest post: Custom Survey Reporting Read More »

It’s fairly easy to supply a Lead or Contact’s first name in an email. You can just use the dynamic content drop downs and select “first name” for each. Dear ${Recipient.lead.firstname[0]!””} ${Recipient.contact.firstname[0]!””}, The above will turn into “Dear Sarah,” for example, for a Lead or Contact whose name is provided. This works great except for …

Seamless Personal Greetings for Emails Read More »