ClickDimensions – Dynamics 365 Blog – Install and Configure ClickDimensions

ClickDimensions – Dynamics 365 Blog

This post will take you through configuration and set up of ClickDimensions along with some tweaks in Dynamics CRM.

Products Used: Dynamics CRM 2016 & ClickDimensions

Features & Licensing:ClickDimensions pricing

Request a trial solution: If you are a ClickDimensions Partner, you can request 30-day trial from ClickDimensions.

Once you’ve submitted a request for a demo account, you will receive an email for ‘registration’. Registration includes a request for more details on your Dynamics CRM organization like:

  • Date Centre Location
  • MS CRM Version
  • Organization URL
  • Organization Unique ID (Can be found under settings>>Customizations>>Developer resources)
  • Login ID

configure clickdimensions web form

Image Source: www.clickdimensions.com

You will receive an email to download the managed solution shortly after you complete the registration form. Once you’ve download the solution, you can now import it into your Dynamics CRM organization.

Once the solution import is successful, refresh your CRM organization and you will be able to see the new entities & features.

configure-clickdimensions-web-form-1

configure-clickdimensions-web-form-2

configure-clickdimensions-web-form-3

Objective: To create a web form, integrate it into the website and Dynamics CRM. On submission of form, a ‘Case’ must be created in Dynamics CRM.

Limitation: ClickDimensions lets you create either a lead or contact (based on your selection in CRM) but not cases.

Tip: Create all custom fields and identify all standard fields which you would be using for your web form before getting into ClickDimensions configuration.

Configuration

Following are the key steps to attain our objective:

Create Domain

Go to Settings > ClickDimensions > Domain > New.

create-domain

Domain: ‘Name’ field on the form; this is where you will enter the ‘domain’ of your website. It must be without http and www.

Sub Domain Alias: This is not a mandatory field. If you don’t want to enter this, your web form URL will include ClickDimensions domain details and not your website’s. For example http://au-clickdimensions.com/smsmtcom-ae3mt/pages/oa0cnh1eeaa58q0a8uyoa.html. However, if you provide sub domain, your URL will include your subdomain, e.g. http://web.smsmt.com/smsmtcom-ae3mt/pages/oa0cnh1eeaa58q0a8uyoa.html

You can test your ‘sub domain alias’ by clicking on ‘Test Alias’ button.

test-subdomain-alias

If you see the following screen, that means you are on track.

process-successful

If you do not have a sub domain alias yet and would like to set it up, visit ClickDimensions Setup CNAMEs page.

Create Form Fields

This is different from what you have done with your Dynamics CRM entities. This is entirely about the web form we want to place on our website. Go to settings > ClickDimensions > Form Fields > New.

create-form-fields

Enter a name for your field, select a field type and type ‘Form Field ID’

Following are the types of Form Fields:

  • Text (single line of text)
  • Check Box
  • Date
  • Date & Time
  • Decimal
  • Email
  • Hidden (to learn more, visit ClickDimensions blog on hidden field)
  • Integer
  • List (drop down/pick list)
  • Money (currency)
  • Radio button
  • Text Area (multiple lines of text)
  • URL (website)

It is really important to have at least one email field on your web form. This would avoid duplication because email ID is checked against all CRM leads & contacts after submission. If the email ID already exists in CRM, data is updated against existing record, and if email ID does not exist in CRM, a new record is created.

Form Field ID: Enter any unique text here if you are going to use standard form builder (current scenario). But if you have to integrate your forms with a form capture visit this ClickDimensions Help page.

Once you click on ‘save’, mapping will be enabled on the form, so, that you can map it to lead or contact field or both.

mapping-will-be-enabled-on-the-form

Tricks on Form Fields: You might not immediately see your custom fields under ‘mappings’. You can overcome this issue by changing your field type to ‘list’ and then clicking on ‘publish custom fields’ under mappings. This will bring all your custom fields under mappings. Once done, you can change ‘field type’ back to its previous state (text in current scenario).

tricks-on-form-fields

Read more about Field Mappings here.

Create Web Content

Go to settings > ClickDimensions > Web Content > New.

create-web-content

Enter an appropriate name, then select the type of web content you have. Lookup your domain. Under ‘Create new visitor as,’ select Lead or Contact if required. These are the types of web content that can be created:

  • Form (current scenario)
  • Survey
  • Subscription
  • Landing Page

In ‘Auto response email,’ select a ClickDimensions email template and under ‘email subject’, type a suitable subject. Once you are done entering details, click ‘Save’. Once saved, you can now design your web form by clicking on ‘Design’. If you want your web form to be compatible and responsive for mobile devices, do select ‘yes’ in ‘Web Responsive’.

feedback-form

Once you click ‘Design’, below screen will pop up.

design

On the right hand side, you will see available fields for web form. After making changes, save the form and click preview:

preview-form

Once ready, you can embed URL in your website or blog by clicking on ‘Embed’. For more details this page.

embed-url-2

After your design is complete, click on ‘Publish’.

publish

Posted Forms

Every time a form is submitted on the website, a ‘Posted form’ and a ‘lead’ record is created in Dynamics CRM. Post Form is a ClickDimensions entity. Posted form includes info about any related lead or contact or both. To know more this page.

posted-forms

Limitation on Achieving the Objective

I could have used the lead record created after submission on website and converted it to a case via workflow automation of Dynamics CRM, but Clickdimensions creates a lead only once in the system with one email ID. Afterwards, if any submission comes from the same email ID, it will only update the existing lead record and not create a new lead. But as we know, ‘Feedbacks/Cases/Complaints’ can come multiple times from the same email ID; this didn’t work for me.

Solution: I used the ‘Posted forms’ instead of using leads. So, I created a workflow in Dynamics CRM, which was to create a case in Dynamics CRM upon creation of ‘Posted form’. All details in this case are pre-populated from my Lead record which is linked to (lookup reference) Posted forms. Below screenshot might help:

solution

Hope you find this post useful. Drop your questions & suggestions in the comment box below.

 

Styling ClickDimensions Web Forms Using Code Editor

Styling ClickDimensions Web Forms Using Code Editor

ClickDimensions has a drag-and-drop feature to build web forms. I’ve just recently started learning and using ClickDimensions in our project. Building web forms is easy due to its drag and drop feature, but the properties of the controls are limited to just font properties. How about the other styling options? Good thing there’s the Code Editor that allows developers to modify the CSS and JavaScript of the web forms.

The Code Editor can be found in the menu bar of the Web Designer.

code editor

The Code Editor window displays the web form’s HTML, CSS and JavaScript. There’s also a preview box where you can easily view the updated changes you’ve applied in your CSS and JavaScript without going through its URL. Just click on the Refresh button and the updates will display.

Styling ClickDimensions Web Forms Using Code Editor 2

Let’s now try to modify one textbox added in our web form. But the first question here is how to get the ID of the textbox because in CSS, the first thing you need is the ID of the component to modify its properties. With the help of the Developer Tool, I can easily get the ID of one textbox.

We’ll use country code for our example. Since the country code consists of 2 to 3 characters only, we need to shrink the width of the text box to 50. To do this, use the developer tool to get the ID of the text box.

get ID of textbox

get ID of textbox 2

Go back to the CSS Editor and add the specific property you want to modify.

 

 

Refresh the preview box to see the changes.

refresh preview box

Conclusion

ClickDimensions control styling options are limited to font styling. The code editor is a big help when we want to extend the styling of the web controls in addition to what is provided out-of-the-box. It would be better if all styling options are included out-of-the-box, but still, it’s a good way of getting closer to learning CSS.

In my next blog, we’ll talk about applying JavaScript in Web Forms.

Hope this blog helps you.

Adding Javascript Functions Using Code Editor

Adding Javascript Functions Using Code Editor

Here is the second part of my ClickDimensions Code Editor blog. The first part of my blog talks about Styling ClickDimensions Web Forms using Code Editor. For the second part, I’ll show you how to use the code editor to add Javascript functions.

There are some cases wherein you need custom actions on your web form components. Form field is not the same as the event handler of the Dynamics CRM fields. We need to use the code editor to apply Javascript on your form fields. To give you a basic example, I will show you how to hide a textbox based on your dropdown list value.

Here are my fields:

The “Please specify *” textbox will only appear if “Other” is selected from the dropdown list. Otherwise, it will be hidden.

Before we proceed in constructing our javascript, we need the ID of our fields. You can check my way in getting the field IDs on the first part of my blog.

As best practice, you need to encapsulate your code inside this:

This way, your code will not be triggered on load of your web forms.

Here is my code:

Note: For the jQuery code to work, I need to replace $ to clickd_jquery.

To explain the code,
#f_3619cd88192be71180fe3863bb367d68  is the field ID of the drop-down list. I used its change event to trigger the code when the field’s value is changed.
#f_a3ead8a71a2be71181033863bb367e08  is the field ID of the text box. To set the visibility of the textbox, I used its hide/show method.

Paste the code in your JavaScript Code Editor.

Save the Code Editor window, as well as the form and see if it works.

When it comes to web forms, Javascript is always present. It’s a good thing that in ClickDimensions, there’s a code editor we could use to enhance and add more functions to the Web Form components. This is very helpful as most of the clients may require functions that are not included out-of-the-box. But let’s keep in mind the important note coming from ClickDimensions itself when using Javascript for your web forms.

Feel free to add a comment for any clarifications or questions.

Published at Tue, 27 Jun 2017 17:00:41 +0000

ClickDimensions Social Engagement for Microsoft Dynamics – First Look!

ClickDimensions Social Engagement for Microsoft Dynamics – First Look!

I was treated to a preview of ClickDimensions Social Engagement (8.8) in the last week, and I was left exceedingly impressed with the capabilities of this new platform. Released to partners at the end of July, it is available now for existing ClickDimension customers.

What is ClickDimensions Social Engagement (CSE)?

CSE is a brand new offering from ClickDimensions and is supplied as an add-on module to existing ClickDimensions customers. ClickDimensions has partnered with Social Media solution vendor Oktopost to provide a lot of the functionality you’re about to see.

At a high level, CSE provides your organisation with a simple yet powerful platform to manage all your social media activity.

The key features of the solution are:

Does this mean that we won’t need Microsoft Social Engagement (MSE)? What are the differences?

In short no, while they do overlap in certain features, they both have their strengths and weaknesses. For instance, you can schedule all your posts to a calendar (incredibly useful!), whereas MSE posts your material immediately to various social platforms (no scheduling). While MSE comes with inbuilt rules that convert your posts to leads/cases, whereas CSE converts posts and stores them in what is known as the Inbox that presumably you could build workflows and do the same. Sentiment analysis is also only available to the MSE platform. So they have similar features but work in very different ways. In my opinion, CSE is targeted more for marketing whilst MSE caters more for social analytics.

What does it look like?

Once the solution is installed, it opens in a separate window and provides you with your social listening dashboard.  Configuration is achieved through the settings menu where you can specify social connectors, search phrases and so forth.

The analytics and scheduling system is pretty impressive, packed with a lot of useful information such as knowing when is the best time of day/week to post.

And a basic breakdown of which networks your customers are engaging on.

The leaderboard system is something quite refreshing, introducing new tools that score your social engagement efforts among team members (game on!).

Final Thoughts

Social Engagement tools have come a long way particularly in the Microsoft Dynamics ISV space. It has been pretty obvious that social selling, social engagement and social perception of companies is becoming more of a priority to companies and the maturity of the tools you see today really reflect that.

The ClickDimensions winning feature in my opinion is how easy it is to schedule your posts, across networks, and from your marketing teams. This is core to the solution, and the process couldn’t be more simple. Though I haven’t read too much about potential extensions on the platform, it would be really good to be able to have the ability to create business rules that redirect inbound social posts to queues, cases and leads like MSE does. But overall, this is a fantastic product and cost/benefit wise it’s an exceptional offering aimed exactly at the right audience (SMEs, B2Bs). Looking forward to seeing more of this new platform!

Originally posted on:

http://365lyf.com/clickdimensions-social-engagement-for-microsoft-dynamics-first-look/

Published at Thu, 21 Sep 2017 19:00:50 +0000