I have been doing a lot of webinars lately through my Teaching Tuesdays program and in doing so, I am constantly refining my processes for all of the tasks that need to get completed before, during, and after the webinar. The Click Dimensions integration with GoToWebinar is a huge timesaver, in this regard, so I […]
Continue readingLike many people, I used marketing lists extensively to track different groups of people that I work with. Today I ran into a situation where I needed to perform a bulk-edit of the contacts that were part of a marketing list. Unfortunately, many of the normal commands available with the standard contact views are not […]
Continue readingJust a reminder, but when you are using the Email Send functionality of Click Dimensions, the sending is not always instantaneous. Within Dynamics CRM, you will see the email move from a Draft status to a Sent status, and when you first look at the record, you will see something like this: Notice how the […]
Continue readingI use Marketing Lists as my primary driver for my communications efforts and most of my marketing efforts, whether it be emails or blog posts, end up asking people to fill out a form that adds them to a marketing list in some fashion. That process quickly gives me a list of who is interested […]
Continue readingI have found it very convenient to have a standard email template to use as a basis for sending out general-purpose emails. The template can be named anything you wish, and use which ever email editor you most commonly use. In my case, I just used the standard Block Editor: The default template for the […]
Continue readingIn our previous article, Click Dimensions: Use webinar data to create marketing lists, we discussed how to create marketing lists based on the registrants for GoTo Webinar webinars. Today, let’s take that a step further and discuss how we would use those marketing lists to follow with both attendees and registrants (those who did not […]
Continue readingSurveys are a great feature of Click Dimensions because it allows you to collect information directly from a person, then have that information recorded and attached to a Lead or Contact within Dynamics CRM. And I truly love anything that automates my life. I learned something interesting while creating a survey for my Becoming a […]
Continue readingOne of the things that I really love about the integration between GoTo Webinar and Click Dimensions is the ability to automatically download registrant and attendee data directly into Dynamics CRM. I am going to spend a few blog articles discussing how I utilize this new integration. Building a Marketing List I am not […]
Continue readingI accidentally figured out a great way to enhance the CAPTCHA control used on ClickDimensions forms to prevent auto-bots from sending SPAM into your system. Here is the default message displayed with a CAPTCHA control: The Locked message is not very intuitive and I’ve had a few people contact me because they didn’t understand the […]
Continue readingMicrosoft Dynamics CRM has two settings that determine how email is delivered to a Lead, Contact, or Account: Do Not Allow Email When this option has been set to Do Not Allow, the record in question is automatically excluded from any email operation where the email is sent directly to the person or company. Do […]
Continue readingI wanted to show you two examples of contact with a customer. In my opinion, one is good, and one is bad. You may decide for yourself. The Bad My wife received this from her optometrist: Besides a little redaction of the doctor’s details, this is untouched. I see two problems here: 1. My […]
Continue readingI was verifying some data in one of my CRM Online instances when I noticed something about Marketing Lists that had never caught my eye. The process of adding a person (Contact, Lead, Account) to a Marketing List can vary depending on how you do it. Here are the two methods that are available: Method […]
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