How do I manage subscriptions with ClickDimensions? How do I keep my lists clean?

Every marketing department wants some form of subscription management as a blanket un-subscribe is not ideal. Using ClickDimensions you have access to subscription lists. Subscription lists enable you to create areas of interest for your customers to subscribe to. Subscription lists can be added to one or more subscription pages using the standard web content record type. Once you have a subscription list you can then add it to an email you send out. All sounds good so far.

The problem though is how do you maintain a nice clean list of contacts or leads who have subscribed to stuff? If you use ClickDimensions you probably know what I am talking about if not see here for the details http://help.clickdimensions.com/managing-subscription-list-opt-ins/  (no point me going into it here as well, as fully articulated in this great article by ClickDimensions). The basic point is that you either have dirty lists or need to add fields to the contact or lead form.

But wait there is a better way of doing it now with the latest release of ClickDimensions that keeps your lists clean and does not require any new fields to represent new subscriptions.

How you ask? Use the workflow custom step provided by ClickDimensions to add and remove users from a static marketing list.

So how does this work, you ask?

  1. The concept first
    1. Subscription Lists are used to manage the interests that you want a user to sign up to
    2. Static Marketing Lists are used to represent your internal representation of the subscription list
      1. An internal marketing list might relate to one or more external subscription list as internally mean same thing but externally you might want to break things out
    3. The value of Static marketing lists is that they can be used in advanced finds to identify individuals that exist in the list or not, you can combine lists into a dynamic marketing list, you can easily view on a Contact or Lead record the lists that a person is in just like having a field on the list, you can manually add people to the static list
  2. Setting it up
    1. Create the subscription lists and Subscription Page as per articles here http://help.clickdimensions.com/category/subscriptionmanagement/
    2. Create your static marketing lists to represent the internal subscriptions
      1. staticlist
    3. Create a workflow to add or remove people from the static marketing list based on whether they subscribe in or out via the subscription page
      1. Create a new workflow from Settings->Processes
      2. Select the Subscription Preferences entity
      3. Run on create of record and tick the delete workflow after execution to save space
      4. In the designer you will now have to add a condition per subscription list, and sub condition to see if the person opted in or out. The action step will use the new ClickDimensions workflow custom step that can add or remove contacts and leads from lists.
      5. The workflow should look something like this where I have 2 subscriptions lists one for Newsletters and the other for Events
      6. Marketinglistworkflow
      7. The first condition checks the subscription preference subscription list record
      8. The second sub condition checks the value of the Subscription Preference Preference attribute. In resembles ticking the box, out resembles leaving it blank or unpicking the box.
      9. The parameters to be used in the new custom step are:
      10. Customstep
      11. You can add this to the workflow via the Add Step button and selecting Marketing Lists -> Update Marketing List Members
      12. Repeat the conditions for each subscription list and then Activate and you are now done.

Once you have activated you are up and running, your lists will stay clean, it will be easy for users to view what subscriptions a customer is subscribed up to and managed on going. Screenshot below is of the Contact associated marketing lists.

Contactmarketinglist

Any questions let me know. Hope it is useful.

Dynamics CRM 2015 available for download, all links included

It is here CRM2015 has been released. Details below:

For CRM Online, provision a new trial and you are up and running with CRM 2015. If you are an existing customer you will be able to schedule your upgrade to occur via the CRM admin centre in the Office 365 Portal. To access, just log in to Office 365 and then select Admin -> CRM. See this video for more information https://www.youtube.com/watch?v=7f3KTlFaQ64&list=PLRvH_Jgj96NlxvDPfoNw28caAHn0zU6dJ&index=13

For On Premise customers, you can download the new server components from here:

More information on why CRM projects fail

Another blog from my colleague Ivor, an interesting but valid angle.

The Origins of CRM Part 1 – Call Reporting

Interesting read from my colleague Ivor, who has been in the business for many more years than me! Some great points to think about and make you re-evaluate what call reporting should be about.

Adding an image to a custom entity

So you have seen by default you can add an image to an account or lead, but how do you add an image to a custom entity?

It’s simple, just follow these steps:

  1. Open up solution that contains custom entity
  2. Select Custom entity and create a new field
  3. Enter a display name and then select the type as Image
  4. Click on the Custom entity definition (click the name of the entity)
  5. You will now see that the Primary image field is populated with your new image field
  6. Last step – Navigate to the forms of the custom entity
  7. Open up the form
  8. Click on Form Properties
  9. Click on Display tab and tick the “Show image in the form”
  10. Save and Publish
  11. You can now add an image to a custom entity