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How to Use ClickDimensions Campaign Automation With CRM




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ClickDimensions, an advanced marketing platform, is natively integrated into Dynamics CRM. With ClickDimensions, you can design and send email campaigns, see how Leads and Contacts interact with your web content, use forms to create new Leads and Contacts, track website browsing activity, integrate with third-party webinar services and more.

You can learn more by visiting the Training Center. ClickDimensions also has other sections: Library, Audiences, Planning, Messaging and Web.

You can manage ClickDimensions email templates and campaigns in the Planning section. The drag-and-drop canvas allows you to build multichannel marketing automation workflows.


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As soon as you configure your tracking for email and the web, you can monitor the results from the Messaging area. ClickDimensions will track any activity that occurs when a recipient clicks on a web link or opens an email. ClickDimensions will display this in the messaging area. ClickDimensions creates a score based on the recipient's activity. You can decide which messages you will send and at what time based on the score.


In the Web and Events section, you can view all the recipients' activity histories. This includes the number times they have opened or clicked a hyperlink in an email. You can see the exact location of these activities.

In the Web and Events section, you can also find all of your information about webinars and events. These data are imported into CRM through a variety ClickDimensions Connectors including those for Eventbrite GoToWebinar and others. This information is available in Active and Past views, as well as in the Attendees Report.

If your CRM system has a custom field used for tracking identifiers, you can choose it from the list of Tracking Identifiers in the Options area on the Web page and Events. You can ensure that all data entered into the CRM custom field and ClickDimensions will be updated.


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ClickDimensions' ability to integrate with transactional email services from third parties is one of its most powerful features. By integrating these services, you are able to increase security for your emails and maintain the ease of sending/receiving. Use third-party providers of transactional emails such as Zender Mailgun SparkPost and others to increase your efficiency and deliverability.

ClickDimensions has a range of customization options that will help you create a customized experience for your prospects and customers. You should also keep in mind not all email clients will support HTML. To maximize the likelihood that your message is received, keep your email's content as simple and straightforward as possible.




FAQ

Is marketing automation a skill or a talent?

Marketing automation is much more than just a tool. It is a skill. It requires planning, precision, industry trends and analytics knowledge, along with the ability and creativity to use your tactics outside the box.

Knowing when and where to place campaigns can be the difference between success, failure and success. Each recipient will respond to emails that are tailored to suit their preferences, needs, and behaviors.

Marketing automation is all about tracking performance metrics and analyzing data points to target the right audience at the right time. If done correctly, they can lead to mutually-exclusive outcomes.

Marketing automation is a skill that must be treated as such. It takes focus, time, and effort to make it perform the way you want.


How do I automate my posts?

Tired of manually posting to multiple channels? Automating your tasks is a great way to save both time and money. Automations make it easy to share your content across multiple social networks with just one click.

Automating posts lets you schedule posts ahead of their publication so they are always on time. If you'd like, you can even automate the whole thing.

Automation makes it easier to reach more people with fewer clicks. It automatically crosses-posts content from one platform onto another. It's that easy! Just connect all your social networks, including Instagram, Twitter, Facebook and LinkedIn and then schedule postings. Finally, you can regain control over your time and go back to what's most important - creating great contents!


Which marketing automation is best?

It can be challenging to find the best marketing automation solution for your business. There are many choices and it can be difficult to choose the best.

You need something to save you money, time, and hassle. It should generate leads, increase customer retention, and increase sales with minimum effort.

It should be dependable, straightforward to use, and have great customer support in case there are any issues. It must be capable of performing tasks such as email campaigns and segmentation of customers based on their behavior or interests, multi-channel nurturing leads, insightful reporting, intelligent analytics, and understanding customer behavior.

It is important to remember that the software can provide you with clear visibility of customer journeys, as well as give you actionable insight into what triggers customers to buy so that you can design an effective strategy that addresses their needs.

Look for easy-to-use features, data-driven progress reporting at every stage of the customer's lifecycle, and robust personalization capabilities when selecting a marketing software system. This will help you to know if you're a winner.


What are the four key features of marketing automation software?

Marketing automation software promises to simplify digital marketing and provide meaningful insights based upon your business goals. The right marketing automation tools will help you make real improvements across all channels and deliver results-driven campaigns. These are the four most important features of marketing automation tools:

  1. Automated Campaigns: Make it easier to manage complex campaigns more efficiently by leveraging automated tasks that trigger based on user behavior or other events.
  2. Analytics & Insights - Use advanced analytics to gain insight about customer behavior and optimize future campaigns.
  3. Customer Segmentation: Use customer segmentation to make sure that each campaign is personalized and targeted for maximum success.
  4. Messaging: Send automated messages that are tailored for each customer segment, improving both response rates and satisfaction levels.

Businesses can save time by using the right marketing automation tools to create customized customer experiences. Automated tools enable you to segment customers based on their preferences and behavior, track customer engagement and send personalized messages to each segment. Marketing automation is an indispensable tool that can help businesses thrive in today’s competitive markets.



Statistics

  • Companies that implement this kind of lead scoring enjoy 28% better sales productivity and 33% higher revenue growth than companies without lead scoring (MarTech Alliance). (marketo.com)
  • While they're doing that, their competition is figuring out how to get more out of the 99.99% of the market that's still out there. (hubspot.com)
  • Marketing automation is one of the fastest-growing technologies out there, according to Forrester's Marketing Automation Technology Forecast, 2017 to 2023. (marketo.com)
  • Not only does this weed out guests who might not be 100% committed but it also gives you all the info you might need at a later date." (buzzsprout.com)
  • The stats speak for themselves: Marketing automation technology is expected to show a 14% compounded annual growth rate (CAGR) over the next five years. (marketo.com)



External Links

mailchimp.com


hubspot.com


blog.hubspot.com


en.wikipedia.org




How To

How do I use automation to personalize my content marketing efforts?

Automated personification is a process that uses data and technology to tailor content to different interests, personalities, and behaviors. This helps you create personalized marketing experiences based on how each individual interacts with your brand. Automation can increase the relevancy and effectiveness of your message via segmentation targeting, optimization strategies, and targeting.

You can increase the likelihood that your audience will interact with you brand by tailoring your content to meet their preferences and needs. Automating your processes frees you up to concentrate on larger-picture tasks, such as creating high quality content or strategizing to reach more people.

Segmentation is the key to personalization. It allows you to break down your audience into smaller segments so that you can target them better. Automating this process - examining behavior patterns from past campaigns - allows you to quickly create segments based on language, interests, demographics, and even purchase history. From here, you can create messages tailored for each group. This is a better approach than simply sending one message to all users.

Targeting works with segmentation. After the audience is split, it's now time to send messages right. Landing attractive ads or offers in the best times for them is how you get messaging right. This could include targeting pages or channels within an email marketing campaign, or placing banners on micro-targeted areas. Leveraging data intelligence allows for new ways to reach potential leads beyond the traditional methods such as cold calling and direct mail.

Optimization is the final step. This allows marketers to make small adjustments to ongoing campaigns to achieve better results. Customers can also be personalized messages based on their actions. Businesses now have the ability to use powerful tools to ensure that customers receive personalized messages.

Automated Personalization helps brands segment audiences quickly and optimize engagement via real-time adjustments powered through data analytics.






How to Use ClickDimensions Campaign Automation With CRM