Publish Metadata

After installing ClickDimensions in Microsoft CRM, you must publish your CRM’s metadata to our system. Publishing your CRM’s metadata will make custom fields available for use in creating Email Templates or when mapping Form Fields for use in a ClickDimensions Form. (For example, if you have added a field to the Contact entity to track the Contact’s eye color, this field will not be available to include as dynamic data in an Email Template unless you first publish your metadata.) See the article “Personalization” for more detailed information.

NOTE: You should publish your metadata anytime you add new custom fields to the Lead, Contact or Account that you wish to be available for use within ClickDimensions.

To publish the metadata, follow these steps:

1. Open CRM in your browser and navigate to Settings > ClickDimensions Settings.
2. Click the “Metadata” button:
   
   A dialog will alert you in a moment that the metadata has been published:
   

What to do next:

• Set up your Email and Web Content CNAMEs.
• Make the necessary changes to your Internet Explorer settings.
• For CRM 4: Install the ClickDimensions Click Report.