With the drip campaign automation builder, design unique paths for participants to follow as they interact with your messaging. Create lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more. The possibilities are endless.
Easily send a single email to one lead or contact, distribute bulk emails to marketing lists, or trigger emails to send automatically from a CRM workflow. Automatically send an auto-responder email confirming a form or survey submission once a visitor submits a web form or survey. All functionality is native within Dynamics 365.
Post to your company’s Facebook, LinkedIn, Twitter and Instagram accounts right from Dynamics 365, and always keep your followers up to date. Posts can be set to go live immediately or at a scheduled time, and you can view the status and content of your posts directly in Dynamics 365.
Connect to the popular online event management systems GoToWebinar, WebEx, Cvent and Eventbrite. Your event information including the sessions, registration, attendance information, attendee interest levels, and questions and answers is automatically synced into Dynamics 365.
ClickDimensions makes it easy to create surveys with the drag-and-drop survey designer. Surveys can be emailed to leads, contacts and accounts, and even linked to case records. All of the data the visitor submits is linked to their CRM record.
With ClickDimensions, discover who is interested in your products and services through web tracking. You will see the actual web activity of anonymous and identified visitors on your website within Dynamics 365.
Accelerate Your ClickDimensions and Dynamics 365 Learning
We provide hands-on training in the integration of Dynamics 365 and ClickDimensions to learn how these two programs can be used as one powerful platform.