ClickDimensions – adding a preview of the email that was sent in the Email sent record

So my problem I open up my contact to view the emails that have been sent via ClickDimensions, when I open the email I see the subject of the email that was sent but not the content. To get to the content I have to click the link to the email send record. This can be frustrating to users who what to get a quick view of the email content.

This started me thinking, if we can view a preview in the email send record then maybe we can construct the correct URL and display that in an iFrame in any related record. After a bit of playing and an email with Matt Wittemann from ClickDimensions I had a nice solution.

I thought I would share this and if I am honest as I am not a developer I would probably convert a couple of my steps into plugins rather than using workflows! Anyway this is how I achieved the solution.

First of all if we take a look at the URL in the preview of an Email send record, it looks something like this:

https://mscrmapp.clickdimensions.com/editor/previewversion?accountKey=xxxxx&typename=cdi_emailsend&orgname=xxxxx&id=A7167B49-B950-E511-8105-FC15B428FA14&disabled=true

Now the only thing that changes by email send is the email send GUID. So if I know the GUID of an email send record then I can display the email in any iFrame, simple!

Remember now that I am not a developer so my tools available to me are workflows, fields and web resources! This is how I did it:

  1. I utilised the GetRecordID workflow function provided by ClickDimensions in the blog (http://blog.clickdimensions.com/2013/02/link-a-survey-response-to-a-case.html)
  2. I created a new field on the Email Send record to hold the GUID of the record
  3. I created a workflow on the Email Send record that on create uses the GetRecordId action and populates the returned value in the new field (This could be a plugin instead of a workflow)
  4. Save and publish the workflow
  5. In the Sent Email entity
    1. Create a new field to hold the URL of the preview
    2. Create a new iFrame that will display the preview
    3. Create a simple Web resource to take the value of the URL field and update the iFrame URL as below:
    4. function Emailsend()
      {
      var emailsendurl = Xrm.Page.getAttribute(“new_emailsendurl”).getValue();
      Xrm.Page.ui.controls.get(“IFRAME_emailsend”).setSrc(emailsendurl);
      }
  6. What I did then was to use another workflow on the Sent Email to generate the URL into the Sent Email URL field, using the standard preview URL as above and populating the GUID from the related Email Send. This could equally of been done in a plugin on the create of an Sent email record.
  7. When I publish all of the components I now have the preview of the email that was sent displayed in my Sent Email record.

Using ClickDimensions, how can I capture who forwards the email?

Problem: People can forward my email to anyone and as such the links are related to the person who forwarded it and not the person who received the email. So how can I capture the forward?

Unfortunately there is no easy way of doing this automatically, but what you can do and other customers do is add a button on your email, which states click here to forward this email. What this link can do is take a user to simple form that has a forward email box and a submit button. On entering the email and submitting the form we can then send an email to that new person with all the links correctly configured.

So what do I need to do to get this working, keeping it simple to start with

  1. First of all do you need to create an email template for the email that a customer may forward
  2. You then need to create a web content form, and add a single field “Email” to it
  3. On the actions tab, select send email and select the email template created in step 1
  4. Click on the embed button, and copy the link to the web form and paste it somewhere you can access later
  5. Save and publish the new form
  6. Navigate to the email template that you created in step 1 and edit
  7. You now what to add to your template a link or button (image) on to your email instructing the user to click here to forward the email. So the link you what to embed to the image is the link you copied in step 4. It is key that you do not use the insert web content feature and select the web content form as this will embed it with data on the person you sent the email to and thus prepopulating the email when the user clicks the button. So by using the link you copied no additional attributes will be copied to it, meaning it will be blank when a user lands on the form.
  8. Once updated the email template, you can save it
  9. You are now ready to send out your communication using the email template. Anyone who clicks the link to forward will have a new email generated out of CRM / ClickDimensions and you will be able to track the additional conversions and clicks.

With the model above it does mean that you need to clone the forward form for each email that you send out with the forward button on it as it is specific to a email template.

Another way that you could make it more generic is passing in a hidden variable to the form and using a workflow to evaluate this variable and send the correct email to the new person

To do this way, you will need a little bit of JavaScript knowledge as follows:

  1. Create a hidden field named Forward Email (you could use campaign code or anything that will identify the email to send)
  2. Follow the steps in this post to populate the hidden field from a URL string, note in the example it populates 4 fields you will only need to populate one – http://blog.clickdimensions.com/2014/06/pre-fill-forms-from-links-or-webpages.html
  3. Remove the form action to send the email and save and publish the form
  4. In the email template update the forward URL to include the additional text variable to be populated into the form
  5. Create a workflow that is triggered on the Form Field record
  6. The logic of the workflow should look something like this:
    1. Run on create
    2. Check to see if the Posted Form equals your Forward Form and that the posted field equals the new hidden field created in step 1, if it does continue otherwise stop the workflow
    3. Now you need to evaluate the hidden field, with an IF statement per Forward email, and the action if matches is to send a ClickDimensions email to the contact/lead with the email template selected
    4. You will need to add a new IF statement for each forward email option
  7. So once you have this created for each new forward email you need only update the workflow and not clone the form each time.

Hope this helps.

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.

ClickDimensions – Jazzing up the form with the code editor

Problem: I create a form using ClickDimensions but its quite basic and the formatting does not match our website, what is possible, how can I make it look a little more professional?

Well with the latest release and the introduction of the code editor you can now update the CSS of the form and thus jazz it up a little, so how do I do this?

Lets take the following basic example from Intergen.co.nz events page where we use ClickDimensions forms for capturing event registrations. Our forms look like this and we are not using form capture.
Intergen event form

 

So in this simple example we have nice background image, some padding and the font matches our website. So how did we do this?

Simple, follow these steps:

  1. Create a new form or open an existing form – settings ->Web Content
  2. Click on the Design button to enter the design mode
  3. If this is a new form drag and drop the fields on to the form, like below:
  4. Form Editor
  5. Once you have added your fields save and then click on the Code Editor button
  6. From here you can adjust the CSS and add JavaScript to jazz up your form.
  7. For this simple example we just add a background image and some padding.
  8. The default CSS for the body is as follows:
    {
    padding:0px;
    padding:0px;
    }
  9. We simply change the body to:
    {
    margin-top:50px;
    margin-left:50px;
    margin-right:50px;
    margin-bottom:50px;
    padding:0px;
    background: url(“http://<<insert your public facing image location>/bgAirMail.png”) no-repeat scroll 0 0 transparent;
    }
  10. As below:
  11. Code editor
  12. Now when you select refresh you will see a margin placed around the form as well as the image you chose as the background displayed.
  13. Save and publish the form and you are up and running.

So via the code editor on a form I can do some cool things to jazz up my standard form and make it a bit more interactive, use the HTML preview to help identify the CSS tags, you do need some basic knowledge of CSS to do this but lots of resources on the web.

For more information see and explanation of how you reference other areas of the form see http://blog.clickdimensions.com/2014/01/new-feature-customize-your-clickdimensions-forms-with-css-and-javascript.html

 

 

 

 

 

 

 

ClickDimensions – Email Send Statistics Report

Problem: How do I easily export the Email send statistics into a report?

In the past my options would of been to reproduce the report in excel using the email send and email event records or take a snapshot as an image.

With the latest release of ClickDimensions I can now generate a nice report using the menu option Stats report. The report is a pdf document that I can save and convert to a word document if needed. Example below:

Stats_report_menu

 

ClickDimensions Stats report

ClickDimensions – Reply to feature

In the past the one missing feature of the award winning Dynamics CRM marketing add-on was the fact you could not specify a different reply to address for your emails. Well this feature is now included in the latest release but is a little hidden!

You can find it in the Email Send Advanced Settings tab not expanded by default. Simple expand it and you can now specify a different reply to address.

Replyto field

ClickDimensions Emails – Edge to Edge images using the Drag and Drop editor.

Problem: When I use the block editor the images always have a white space between them and the email margin meaning that any proceeding text is slightly off line.

Simple to resolve: If you are on the latest release, then use the Drag and Drop editor.

In the drag and drop editor when you insert an image you can select via the style tab on an image the option to use Edge to Edge.

Edgetoedge_images