Foundation ClickDimensions Training
Foundation Training
Duration: Approximately 5 hours
Summary: This course is designed to give new users practical experience in using ClickDimensions on their own system. During the day you will build a live email marketing campaign.
Pre-requisites: No knowledge of Microsoft Dynamics is required but it is assumed that all delegates are experienced in the use of a Windows PC, Microsoft Outlook, Word and Excel.
Contents
What you will learn
Create new email templates using the drag and Drop Editor
Create new email templates using the drag and Drop Editor
Add links and Personalisation
Add links and Personalisation
Create Static and Dynamic Marketing lists
Create Static and Dynamic Marketing lists
Send ClickDimensions emails to Marketing Lists and individuals
Send ClickDimensions emails to Marketing Lists and individuals
Analyse the results of email performance
Analyse the results of email performance
Reporting on results
Reporting on results
Understand the data returned by ClickDimensions and how it integrates with Dynamics 365
Understand the data returned by ClickDimensions and how it integrates with Dynamics 365
Create views to display CRM and ClickDimensions’ data
Create views to display CRM and ClickDimensions’ data
Create a simple ClickDimensions web form
Create a simple ClickDimensions web form
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