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Steps to Check Before Using Form Capture Records
ClickDimensions Form Capture records allow you to integrate an existing HTML form on your website to your CRM. By using Form Capture, you will be able to capture information submitted through forms in...
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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...
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Embed Web Content
Once you’ve created a Form, Survey, or Landing Page you’ll want to embed it in an email or on your website in some way. Press the Embed Button on the Web Content you created. Then you’ll see this...
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ClickDimensions Actions
With ClickDimensions Form Actions, you can specify certain actions to trigger once someone has submitted a form, survey, and subscription management pages created with ClickDimensions. In this article,...
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Profile Management
Profile Management allows you to put a link to a form in your emails that will pre populate with that Contact or Lead’s information. This means you can show them what information you already have and...
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Create a Form with the Form Builder
With ClickDimensions, you can build your own forms or you can integrate ones that currently exist on your website. Form Fields can be created before you create the actual form or during this process....
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Create Individual Form Fields
IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your forms. Whether you are creating your forms in Microsoft CRM using the Form Capture records or the Form Builder, you...
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What are Forms Used for? Forms allow your visitors to submit information such as their name, location, and email address, which you can then store in your CRM. Such information can be used in a great...
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Mapping Form Fields to Lookup Fields
NOTE: This feature is currently only available to customers on our US data center. As the new release rolls out to the other regions the EU and AU will also have access to this feature. See the full...
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Profile Management Data Sync Entity
ClickDimensions provides a feature called Profile Management which is used to prepopulate forms with a Lead or Contact’s preexisting data. This is a useful feature, but if you are sending a very large...
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