There may come a time when a landing page is just no longer needed. The dilemma most encounter is that if the page is deleted, any existing links to it out in the digital universe will now send users to a 404 error page. Because no one ever seems to like this scenario, the next question is usually “well, what do we do with it?”
Well here is the answer! You can simply redirect the landing page to any page you desire. This can be accomplished by using just a little custom HTML.
Go into the designer window for your landing page, then click on “Source” to view the HTML.
Next, immediately following the <head> tag in the HTML enter:
<meta content=”0; URL=http://yourdesiredurl.com/” http-equiv=”refresh” />
(clickdimensions.com is used for the example below)
Finally, click “Save” and you will be good to go.
Additional tip: It may be a good idea to change the content of the landing page to let the user know they are going to be re-directed. For example, “The page you are looking for no longer exists. Please click HERE if you are not automatically redirected, thank you.” Then hyperlink “HERE” to the desired page as well.
Well that’s it, now your sales team will not have to wonder if they lost that one sale because a prospect clicked a link to an old page in a previous email.
Written by Eryka Adams, Marketing Success Manager
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Nurture programs allow you to keep your messages in front of prospects without committing valuable sales resources. You can also run them continuously to create marketing lists of people showing various levels of interest in your communications.
Create a web form for prospective customers to fill out, and then embed the form on a landing page you created for a new campaign. Form actions enable you to add someone to a marketing list once they fill out this form. That marketing list could be attached to a nurture program so when the person fills out the form, they will immediately be run through a nurture program prompting them to receive an email. In our example, we have added someone to the Nurture 1 static list as soon as they submit a form.
That marketing list is attached to a nurture program that sends them an email after a wait period (we have it set up for 1 day, but you could wait as long as you want). Then we will wait five days to see how they respond to the email. If they open it, they are removed from this marketing list and added to our Nurture 2 static list. If they do not open it, they are removed from this marketing list and added to another marketing list, ending the nurture for everyone.
Now you have two lists of people, one includes those who opened your original email and one that includes who did not. There are a few options you have to further investigate the leads or contacts who did not open the email. You could run them through another nurture and send them another email, assign them to a user, or you could just leave them on the marketing list and follow up with them at some point in the future. Those leads or contacts who opened the email are added to our Nurture 2 static list, where they will be run through another nurture and receive another email.
The following step is to wait 3 days and send a different email to the people who opened the original email in the first nurture program. Then we will wait 4 days to see if the recipients opened this newer email. Those who opened the email will be removed from the Nurture 2 static list and be added to the Nurture 3 static list to participate in the next nurture. The people who did not open this email will also be removed from the Nurture 2 static list, ending the nurture for them. You could also add them to another list and assign them to a user to follow up at a later time.
Our final nurture will do the same thing as the previous two nurtures and send an email to people who opened the first two emails. Once sent, we will check after three days to see if the email has been opened, and once again add the leads or contacts who opened the email to another marketing list. You could also assign them to a user. Likewise, we will add people who didn’t open the email to a different marketing list. Now you have four marketing lists: one for people who didn’t open the first email, one for people who opened the first and not the second, one for people who opened the first two emails but not the third, and finally one for people who opened all three emails. From there you can continue to evaluate these leads or contacts, but this gives you a concrete measurement to use when you determine how much time to devote to the members of each list.
Written by Julie Patrick, Marketing Success Manager
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Have you ever needed to send out a form to allow users to register for an event, choose which date, time, or location they wanted to attend, AND needed the option to choose whether they would attend in-person or via internet?
With ClickDimensions, you can do just that! You can automatically create event participation records for registrants of your event in this scenario using a form and a workflow.
Let’s say you are hosting a BMX competition in multiple cities, and you want to keep track of who will be attending in each location. Follow these steps to get the records you are looking for.
Create the registration form:
- You will start by creating a checkbox form field for each location of the competition.
- Then create a ClickDimensions form using the form builder.
- Make sure you map all of the data you want to add to the event participation records back to your lead/contact records in CRM while creating your form. The data that populates the event participation record is the data mapped to the lead/contact record from the form submission.
Create an event record for each competition location:
- In CRM, navigate to Marketing > Events.
- Click new.
- Create an event record by adding a name, owner, and venue of the event.
- Do this for each location you are holding a BMX competition.
Set up a workflow to keep track of registrants:
- In CRM, navigate to Settings > Processes.
- Click new.
- Give your workflow a name, set the category to workflow, and set the workflow’s entity to run on a posted field.
- Click OK.
- Open the workflow you just created.
- Set the scope to organization and set it to run when a new record is created.
- In the workflow, add a check condition step to see if the posted form’s form equals the name of the form you created.
- Then, add another check condition step to see if the form field’s form field equals the field for the first event, and the posted field’s value equals “on”. If so, create an event participation record. (Repeat this step for every separate event).
- Click “set properties” to populate the desired fields on the event participation record from the responder’s lead or contact record. Fill in any data you want mapped from the form submission to the event participation record. Be sure to select the correct event.
- Perform this set properties step for each event form field you create.
Save and activate your workflow.
Send out the link to the form you created in an email to anyone you want to be able to register for the event.
- An event participation record will now be created when anyone submits the form for the dual event registration.
Written by Kellany Mathis, Marketing Success Manager
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Automational (www.automational.com), the all-in-one customer relationship management (CRM) and marketing automation solution for small business, is developed by ClickDimensions. With over 100 employees and ranked by Inc. Magazine as the 2nd fastest growing private software company in GA (#227 overall on the Inc. 500 list), ClickDimensions develops the leading software-as-a-service (Saas) marketing automation solution for Microsoft Dynamics CRM. Automational is a new product line for ClickDimensions and our solution will change the way small business does business.
Role Overview and Responsibilities
The Vice President of Marketing (VP) role is a ‘hands on’ position encompassing a variety of management, channel, business development, online advertising, marketing, and lead generation projects. Specifically, the VP will:
- Developing Go To Market strategies to identify, target and acquire customers in various industry segments
- Developing business with other organizations toward the end of increasing revenue and market exposure
- Build the marketing team
- Develop channels for the Automational product line
- Manage paid search accounts (Google AdWords, Bing Ad Center, Facebook, LinkedIn and Twitter) with an emphasis on finding the right strategies to drive conversions and sales.
- Use SEO and webmaster tools to directly implement, as well as educate the web design team, optimal changes for better organic search placement.
- Provide data-driven feedback using a variety of analytical tools (including Google Analytics) regarding implementation of ad campaigns and landing pages.
- Create A/B tests to compare and evaluate different website, advertising, and lead generation strategies.
- Conduct monthly paid search reporting to demonstrate successes and challenges with metrics including ROI of campaigns, account spending, CPC and more.
- Identify actionable insights and trends from campaign metrics, ensuring all digital media programs are running effectively and efficiently.
- Work closely with marketing and sales leadership to develop a strong pipeline of new prospects through online advertising and lead generation.
- Ensure that messages are supportive of and consistent with the company’s brand and marketing strategy.
- Stay up-to-date with the latest changes in PPC/SEO best practices and new technologies.
- Write effective and engaging call to action PPC ad copy.
Skills and Experience
Because Automational is a new product, the VP must be extremely entrepreneurial. Automational addresses a very large scale market. Therefore, the VP must be highly organized and experienced building a scalable organization. The ideal candidate must possess a clear understanding of the best way to channel potential customers from initial search to conversion/purchase using the latest digital marketing techniques. Skills and experience include:
- Experience marketing a SaaS solution to small businesses at large scale
- High level of organization and attention to detail
- Experience building a highly scalable, transactional sales organization
- Proven track record of team building and retention
- Creativity and experience developing marketing strategies for a new offering
- Self-motivated and able to work in a dynamic environment on a wide variety of projects.
- Reliable, dependable and flexible to meet the needs of ever-changing campaign goals, budgets, and timelines.
- 3+ years of managing PPC accounts including, but not limited to, Google AdWords and Bing Ads
- 2+ years of search engine optimization (SEO) experience.
- Deep understanding of Google Analytics, A/B testing, and data analysis.
- Certification in Google AdWords (or another PPC platform) is a plus.
- Experience with email marketing, marketing automation, and WordPress (or other CMS)
VP candidates may be asked to complete a technical assessment to evaluate their ability to learn a new technology.
The VP will work in the Automational office at One Dunwoody Park, Dunwoody GA 30338.
Instructions for Application
Interested candidates must submit a personal cover letter/message with their profile/resume. Please outline why this job is a good fit for you and reference previous relevant experience. Candidates who do not submit a personal cover letter/message will not be considered.
The VP will be compensated on a mix of base salary and goal based commission.
Interested candidates should send a resume and ClickDimensions-specific cover letter to firstname.lastname@example.org
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Please join us in welcoming Palmer Wallace to the team as a Digital Learning Specialist. Palmer is a local-yocal in a land of transplants (i.e. he’s from Atlanta). He has a bachelor’s degree in mass communication/broadcast from Georgia College as well as a minor in business communications. Prior to ClickDimensions, Palmer worked in freelance video production with Turner Studios and created corporate videos through AT&T and MarketSource. Outside of the office, he enjoys exercising, traveling, watching movies, and hanging out with his girlfriend and two dogs.
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Our customer team often works with clients who want to send an email containing information dynamically pulled from the recipients’ lead, contact, or account’s child records. Specifically, the customer wants to pull information from multiple child records of the same entity type into the email. While it is a common request, this is actually pretty tricky to pull off.
The major roadblock here is that dynamic content pulls data from the recipient’s lead, contact, or account record and any related record that these have an N:1 relationship with. However, it does not pull data from any related record that the lead, contact, or account with an 1:N or N:N relationship. Essentially, in the latter case the dynamic content cannot decide which of the related records of the specified entity type to pull the data from.
One way to get around this is to use connections. By using connections, you can associate a set of records with an email send and then pull data from these items into an email template by using a freemarker list. While this is helpful if you want each recipient to receive an email containing data from the same set of records, it is not very useful if you want each recipient to receive an email containing data pulled from a set of child records that are unique that to recipient.
For example, contacts have a 1:N relationship with appointments so a contact can be associated with multiple appointment records. On the other hand, a given appointment record may only be associated with a single contact record. I want to send an email to my contacts reminding them of their next two appointments—for the sake of this example, we will assume that it is our company’s policy to never have more than two upcoming appointments scheduled for a contact at any given time.
In the above scenario, dynamic content is unable to pull from records that the recipient’s contact has a 1:N relationship with, which means that we cannot pull directly from the appointment records. Additionally, each contact having its own unique set of related appointment records rules out connections as a viable option. The solution here is to add custom fields to the contact entity, and then pull data from the contact’s appointment records into these custom fields on the related contact record. This enables data to be accessed with dynamic content and placed into an email sent to that contact.
Here is an example of what those fields could look like on a contact record:
Now, all we need to do is create a workflow that will automatically fill in these fields whenever a new appointment is created. The workflow should run on the creation of an appointment record; check if the contact’s appointment 1 location and appointment 2 location fields do not contain data.
If so, update the contact’s appointment 1 fields with data pulled from the appointment record.
The rest of the workflow contains a series of checks and updates to ensure that the proper fields are updated:
- If the contact’s appointment 1 location field contains data and the appointment 2 location field does not contain data, update the appointment 2 fields with information from the appointment record.
- If the contact’s appointment 1 location and appointment 2 location fields both contain data, check if the appointment 1 start time is before appointment 2 start time.
- If so, update the appointment 1 fields with information from the appointment record. Otherwise, update the appointment 2 fields with information from the appointment record.
Here is what it looks like when completed:
Once you have set this up, you can use standard dynamic content to pull data from the contact’s appointment 1 and appointment 2 fields into emails sent to your contacts.
Written by Weston Packard, Marketing Success Manager
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The following post is printed with permission from one of our Certified Professionals, Terri Stephan. Terri can be contacted at email@example.com
IMPORTANT NOTE: This solution relies heavily on the use of complex CRM workflows to increment and clear email counts. For large marketing campaigns involving tens of thousands of emails, CRM performance can be adversely affected by running thousands of workflows. For those situations, we recommend using a different approach such as creating an external application or using a third-party integration tool that utilizes the CRM web services to increment and clear counts more efficiently. Note that ClickDimensions does not provide technical support for creating or maintaining a system of workflows as described below.
Since we utilize ClickDimensions for a wide variety of purposes (e.g., one-to-one ecommerce abandoned cart remarketing campaigns, replenishment, up-sell, cross-sell, nurture campaigns, auto-responders on landing pages), our company needed a way to limit the number of emails any particular customer would receive in a day, a week and a month. Furthermore, we needed a solution that would work with marketing lists (used for nurture campaigns) as well as our highly-targeted one-to-one emails.
Although not available out-of-the-box, the limits can be achieved with a few enhancements to CRM. The solution requires the following components:
- A System Settings entity to define the email limits
- A way to increment the counts
- A way to check the counts (and of course prevent email sends if limits have been reached)
- A way to clear the counts (each time a new day, week or month starts)
- A way to override the limit for auto-responders (for anything specifically requested by a customer)
The System Settings entity is simple enough, and has a 1:N relationship to Contacts, so that each Contact can have a relationship back to the one System Settings record. (Tip: You can use a workflow to associate the System Settings record with each Contact record.)
To increment the counts, we created fields on the Contact entity to house the counts. We also added “Limit Hit” fields to show the user when a particular limit is reached (since the limit settings are on the System Settings entity and not otherwise visible). The counts are incremented by a workflow triggered by the create event on the Sent Email record where the Deliveries count is greater than zero. Every time a count is incremented, a workflow checks the count against the system settings limit. If the system limit is reached, the “Limit Hit” field is marked. Finally, if any of the limit fields are marked, a workflow automatically sets the “Do not allow emails” field on the Contact entity. ClickDimensions will not send emails if the field is marked “Do not allow.” (Note: we chose not to use the “Bulk Email” field because it is linked to Unsubscribe logic. Also we don’t need to worry about interfering with any existing usage of “Do not allow emails” because it will never be unset by our logic if already set.)
To check the counts, we really don’t need to do anything! Setting the “Do not allow emails” field does the work for us by preventing emails from being sent.
To clear the counts, we utilized the clever trick presented in another blog: http://blog.clickdimensions.com/2013/01/how-to-schedule-workflows-in-microsoft-crm-online.html. We created a custom entity for our timed trigger and created related records when we incremented counts. We can run bulk delete jobs daily, weekly and monthly to clear the respective counts.
To override the limits (for auto-responders), we needed some trigger to temporarily clear the “Do not allow emails” flag on the Contact record. To accomplish this, our options were somewhat limited. We decided to create a “Follow-up” task before the auto-respond email, and trigger a workflow on the create event of the Task activity that would clear the flag. Then after the next email goes out, the Email Event trigger will increment the count and cause the “Do not allow emails” flag to be set once again–preventing further emails.
Finally, we implemented charts and dashboards to give us immediate insight into how many customers were hitting limits. Based on that data, we could effectively change our limit settings or the cadence of our various programs.
Interested in learning more about how this was implemented, and if it is suitable for your usage? Contact firstname.lastname@example.org
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Are you planning on using URL parameters or PPC links with your email marketing strategy? With ClickDimensions, it’s easy to include links with parameters within your ClickDimensions email template. This will allow you to track your links, use other features (such as the hidden field in forms), and give your online marketing strategy an extra dimension of customer activity visibility.
This example will show you the best way to include your URLs with parameters within ClickDimensions email templates, and also how to find the results of the clicks to these links within CRM.
1. If you already have an idea of what you’ll use for your parameters and if you’re using Google Analytics or Google Tag Manager, PPC links from LinkedIn, or other places, you’ll have a link that’s ready for you to share. If you’re using this set-up to track differentiated links that lead to the same destination—links that only show to certain recipients of your email when using dynamic content/if statements—you’ll want to know the values you’re using for the differentiations.
This can be as basic as tagging URLs of different images or links within your template to gauge where customers’ mouse clicks are going. This can also be visualized as a heat map report.
NOTE: Save these parameters to refer back to when creating your reporting methods—including CRM advanced finds, saved views, etc. See step 3.
In this example, I included a link for my recipients to a ClickDimensions form. I’m using specific lead source parameters to be recognized whenever the customer submits the form so we can see which email the customer received that brought them to my specific form. This was inspired by our articles for pre-filling forms using the hidden field: Part 1 and Part 2.
2. Use the link manager within the email template editor to add your URLs with parameters in the “Website URL” tab. Even if you are using a ClickDimensions web content record with a parameter included, you’ll want to use the “Embed as Link” URL, add in your parameter, copy it, and then paste it within the “Website URL” tab of the link manager. It will still direct the prospect to the same destination, but this time the parameters will be included within the URL for tracking purposes.
3. When setting up your reporting options, especially when creating advanced finds or saved views in CRM, use these parameters to filter and view your results. Because you’re checking to see which links are clicked, in this case, we want to search our email event records. This is because they show the URL that was clicked. When viewing your sent email send statistics, filter by the parameter and any other criteria you wish to include (date, contacts, leads, etc.).
Written by Molly Lambeth, Marketing Success Manager
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ClickDimensions is happy to welcome Bryan Wiggins to the team as a Tech Support Specialist. Bryan is originally from Myrtle Beach, SC and is a recent graduate from the University of South Carolina. He earned a bachelor of science degree in integrated information technology. Bryan has a passion for anything relating to or involving tech. Outside of work and technology, he enjoys hanging out with friends, playing guitar, and watching movies.
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Before you dismiss it as a social media gimmick, consider their place in your email marketing campaigns. Here are some things that you should consider when including GIFs in your emails:
Why should marketers use GIFs?
The simple answer is:
GIF courtesy of giphy.com
But there’s more to it than just picking a random image. One of the biggest benefits of using GIFs is they’re easy to load, easy enough to create, and run automatically without needing a play button. Consider your average reader—they probably skim your email for a few seconds and unless the information is something they are specifically looking for, you’re going to need to work for every additional second that your readers are investing in your email. Why not make your emails that much more engaging? Even a little bit of action is enough to catch their attention.
When to use GIFs?
1. When explaining a product, service, or even a new feature.
This animated GIF, for example, shows a simplified version of how easy it is to use the Drag-and-Drop editor:
2. When you need to draw your readers to an otherwise static image.
This email from Quirky reminds their readers of the upcoming Daylight Saving Time and lets them know of their product sales as well. It’s a simple message that can catch your attention.
What if you don’t need to animate your whole picture? In that case, I like using cinemagraphs to display simple images. Cinemagraphs are photographic stills where a small portion of the image is animated. Think of it as the best of both worlds. Maybe you don’t need your whole picture to move, but you still want to give it a little oomph.
Everything else you need to know:
ClickDimensions image managers support GIFs. Image file sizes are limited to 200KB, so you may need to resize your GIFs. Don’t spend too much time worrying about losing quality when resizing or compressing GIFs. You will be amazed with how much information can still be processed even if there are a lot of dropped frames.
GIFs do not animate unless all the frames are loaded, so be wary of running into this issue which you may experience with larger file sizes. In some cases, only the first frame will load or in a worst case scenario, no frames will load at all! Because GIFs don’t have loading bars, it is hard for the user to gauge how long they should wait.
Animated GIFs are almost universally supported in most email clients, but not all. Some, such as certain versions of Outlook, only show the first frame, so make that first frame count!
Make sure your emails still make sense without the animated GIF. Hopefully this won’t be an issue for you, but you can’t guarantee that every single reader has their email clients set to accept pictures.
Link your images! Most email clients don’t support videos, but this is a great way to link your readers from your email to your webpage or YouTube channel. Consider adding an animated gif of your video player that links to your website for additional playback.
Think about your content. An animated GIF might be fun to look at, but you don’t want to overdo it by making every image an animated GIF. If you’re thinking about adding an animated GIF to your email, ask yourself this question—does this explain a product, service, features, or make your email stand out in any way?
Written by Louella Lugo, Marketing Success Manager
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