ClickDimensions

Get ClickDimensions Certified in Australia at APC 2014!

Are you attending the Microsoft Australia Partner Conference (APC) in September? Why not add some extra value to your trip and attend the ClickDimensions Certification Boot Camp, being held on Monday 1 September at the Sofitel Gold Coast Broadbeach. This Boot Camp training will cover everything you need to know to pass the ClickDimensions Certification …

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5 little workflows with really big results – #5: Limit Number of Emails Sent to a Person within a Certain Timeframe

#5: Limit Number of Emails Sent to a Person within a Certain Timeframe Many times ClickDimensions users want to ensure that their recipients do not receive too many communications. Because we use native CRM contacts, leads, and accounts as recipients, it is possible to use CRM workflow help facilitate a limit to the number of …

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5 little workflows with really big results – #4: Select and Send Email from a Single Dropdown Field

#4: Select and Send Email from a Single Dropdown Field Do you have templates that you repeatedly send to different recipients, but you don’t want to manually create an email send every time? Or perhaps you have staff that you want to have the ability to send certain ClickDimensions emails, but you don’t want to …

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5 little workflows with really big results – #3: Update Nurture Phase

#3: Update Nurture Phase We hear so many great things from customers and partners about the way our tool can create nurture programs and are often surprised by some of the creative ways people are using them. Whether for event invitations and reminders, lead warming, customer onboarding, or new student orientation, one thing that we …

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5 little workflows with really big results – #2: Create New Record Using Submitted Form Data

#2: Create New Record Using Submitted Form Data From time to time we get asked the question, “Why doesn’t ClickDimensions allow for mapping to custom entities on form fields?” The answer is somewhat complex, but stems from the fact that we never store the data and have mappings set to contact and lead because those …

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